Divorce
Like other significant events, divorce requires careful planning in order to successfully navigate this stage in life. A marital transition can greatly affect you and your family not only emotionally, but financially as well. Whether you are newly divorced or presently going through a divorce, we can guide you through the financial issues of dividing assets and managing taxes – giving you an opportunity to move forward with your life.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
What factors could help the markets and economy prosper in 2025?
Extending the runway to achieve the inflation target
Hidden benefits of 529 plans
What to do after a loved one passes away
Financial resolutions for 2025
Allocation check-in
- Randi Bednarczyk: 1840 San Miguel Dr, Ste 202 Walnut Creek, CA 94596-4912
- T: 925.478.5524
- F: 925.478.5526
- Map & Directions
- Map & Directions
- James Bassett: 2333 San Ramon Valley Blvd., Ste 450 San Ramon, CA 94583-4456
- T: 925.478.7777
- F: 925.478.7781
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. DiamondOak Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
| Legal Disclosures | Privacy, Security & Account Protection | Terms of Use