If you’re going through a divorce, one of the most important and stressful documents you’ll complete is the Case Information Statement (CIS). It’s detailed. It’s financial. And for many people, it feels overwhelming. The CIS is not just paperwork. It tells the financial story of your life. Your income, spending, assets, debts, and lifestyle all live inside this document. Judges, mediators, and attorneys rely on it to make major decisions about support, asset division, and fin

Transform the emotion into wisdom. There is a financial path forward post divorce. Let's strategize.

Giuseppa Maceri, CPA, IRS CAA When we think about being healthy , most of us think of eating better, working out more, and getting enough sleep. I am a huge fan of all of this, but there’s one pillar of well-being that’s still often left out of the conversation: Financial Health. If you’re navigating a major life change—like divorce—or trying to regain control over your money, it’s time to look at your finances not just as numbers, but as part of your whole-body wellness. 1.

Considering purchasing a new home before marriage? Sounds great, but a few things to consider. It’s very likely you will need a mortgage...