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News & Resources


Divorce and Year-End Finances: What to Review Before the Year Ends
As the year winds down, financial decisions can feel especially important during a divorce or other major life transition. You may be sorting through shared accounts, planning for a new household budget, or trying to understand how the timing of your divorce affects taxes and benefits.

Kim Surber
Oct 53 min read
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Dividing Retirement Accounts in Divorce: What You Need to Know
Dividing retirement accounts during a divorce involves more than simply splitting an account balance. Taxes, withdrawal rules, plan requirements, and long-term investment growth can all affect what each asset is truly worth.

Kim Surber
Sep 14 min read
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