Good Enough Isn’t Good Enough (And You Know It)
Not knowing isn’t the problem. The problem is pretending you do. Why is it that the phrase “good enough” only feels okay untilit isn’t? Splitting retirement plans isn’t just a math problem or paperwork. It’s a minefield. And here’s the kicker: Most of the messes we see are completely avoidable, if only someone had said, […]
The 2 Biggest Issues in Retirement Settlements Right Now
Retirement asset division is more complex than ever. Last week’s masterclass made that clear, as attorneys raised pressing concerns about new Social Security law changes, the division of government pensions, and ensuring clients receive their fair share. The most common challenges I heard? ✅ New Social Security laws—how they impact settlements and income available for […]
Next Masterclass: Social Security, TIAA, & IRA Rules Explained + Shareable Client Handout
The Social Security Fairness Act, signed into law on January 5, has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) – two rules that previously reduced Social Security benefits for clients receiving certain pensions. Here’s what’s changed: No more reductions. Clients receiving pensions from CSRS, NYSLRS, TRS, and Railroad Retirement will no […]
What’s in Store for 2025: Train Your Associates, Tackle Foreign Pensions, and Join Legal Community
What if you approached your next case with total clarity? No more scrambling. And more no relying on old habits like equalizing pensions, guessing offsets, and overlooking foreign pensions (risky and unnecessary!). The problem is that no one’s shown you the right way. That’s about to change. Here’s What We’re Rolling Out in 2025 Advanced […]
What Are You Waiting For?
The clock is ticking, and every delay in finalizing QDROs or valuations puts your clients at greater risk. Here’s what’s already happeningin cases left unfinished: Market fluctuations are eating away their shareEvery swing in the market changes what your client is entitled to. That $250,000 they thought they were getting? It’s not the same anymore. […]