Kiplinger article | What to Do If You’re Divorcing Your Valentine | February 2017
Barbara contributed an article sharing six tips one should focus on if considering a divorce.
American Journal of Family Law article | Divorcing Clients’ Expectations | Winter 2017
Barbara wrote an article about the need to be aware of the different emotions involved in a divorce.
Wealth Management article | When Clients Get Divorced| August 18, 2016
Barbara wrote an article with with advice for inexperienced financial planners dealing with divorce.
Financial Advisor IQ article | How to Help Clients with Impaired Older Relatives | August 1, 2016
Barbara was quoted on the topic of taking care of elderly relatives with mental or physical impairments.
The Fiscal Times article | Don’t Let a Late-Life Divorce Ruin Your Retirement Plans | May 6, 2016
Barbara was quoted about how those that get divorced may need to work longer.
Kiplinger’s Retirement Report article | Boost Your Social Security Benefits | April 18th, 2016
Barbara was quoted about the timing of taking spousal benefits.
ThinkAdvisor article | The Year of Fear: How Advisors and Clients Can Handle It | March 1, 2016
Barbara was mentioned about what to do when clients’ eyes glaze over.
Boston.com article | Smart gift ideas for kids (and grandkids)| December 22, 2015
Barbara contributed an article with some financial planning related gifts to consider.
Boston.com article | This Thanksgiving, be thankful for good health, but also be prepared | November 25, 2015
Barbara wrote an article about planning for an illness, having an healthcare proxy and building a support system.
Boston.com article | Yogisms and Financial Planning | September 29, 2015
Barbara contributed an article in memory of Yogi Berra, remembering his great quotes, sharing what they can teach us about financial planning.
ThinkAdvisor article | 18 Ways to Shake Up Marketing & Sharpen Results | September 28, 2015
Barbara was quoted about co-writing a book after seeing divorcing couples make the same mistakes over and over.
Reuters article | When Financial Planning Meets Wedding Planning | September 4, 2015
Barbara was quoted about advice she gives to couples that are about to get married.
Note: This article was also published by Financial Advisor, Yahoo! Finance, The Fiscal Times, and Philly Voice.
Financial Advisor Magazine article | It’s About The Money | September 3, 2015
Barbara was profiled in the September issue providing information on the number one source of conflict in a marriage and why both parties should make rational decisions.
Boston.com article | What If Ashley Madison Accounts Lead To Divorce? | August 31, 2015
Barbara wrote an article with financial planning advice for those that believe they might be getting divorced.
Financial Advisor IQ article | The Big Picture for Clients in the Grips of Divorce | July 30, 2015
Barbara contributed an article with tips to help advisors working with divorcing clients.
Family Lawyer Magazine article | The Circle of Support | December 29, 2014
Barbara wrote an article about establishing a team of professionals to help clients before, during and after a divorce.
Financial Advisor IQ article | Risk Tolerance Is A Moving Target | October 17, 2014
Barbara was quoted making a comparison to how people think about investments versus buying a house.
Kiplinger’s Retirement Report article | Keep an Eye on Finances During a Divorce | June 2014
Barbara was quoted about advice for splitting up assets and retirement accounts.
Financial Advisor IQ article | Getting Too Chummy With Clients Can Backfire | April 9, 2014
Barbara was quoted about why clients like to be friends with advisors and how she puts up a subtle wall.
ThinkAdvisor article | Getting Clients to Follow Your Advice: The Self-Sabotaging Client | February 21, 2014
Barbara was mentioned about how she gets her clients out of dysfunctional mode.
Financial Advisor IQ article | What To Do If A Gold Digger Hooks Your Client | October 18, 2013
Barbara was quoted about con artists and also online scammers.
ThinkAdvisor article | Suddenly Single in a Financial Fog | Septermber 30, 2013
Barbara was profiled about how she helps newly widowed or divorcing clients that seem as dazed as deer in the headlights.
Financial Advisor IQ article | Women In The Grips Of Divorce Need Special Care | July 18, 2013
Barbara was quoted about how divorcing women need an advisor they can trust.
Investment Advisor & AdvisorOne (now ThinkAdvisor) article | Madame Ex: Advising ‘Gray Divorcees’ | September 25, 2012 (also in the October 2012 issue)
Barbara was quoted about the need to consider all the ramifications of divorce.
Investment Advisor & AdvisorOne (now ThinkAdvisor) article | The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’ | August 21, 2012 (also in the September 2012 issue)
Barbara was quoted several times about her experiences of working with clients involved with divorce.
Kiplinger article | Claiming Social Security After a Divorce | May 1, 2010
Barbara was quoted about the benefits of waiting to use Social Security.