Buying a Home with Your Partner: What You Need to Know
January 21, 2025 – Buying a home with your partner is an exciting step, but it’s also a significant financial and emotional commitment. To ensure the process goes smoothly—and to protect both your relationship and your investment—it’s essential to discuss some critical topics before purchasing. Here’s everything you need to know to get on the […]
3 Questions with Robertson Stephens featuring Managing Director & Principal, Pam Friedman
March 18, 2024 – Chief Marketing Officer Louis Calabrese hosts Managing Director and Principal Pam Friedman, where they discuss divorce planning. They cover why a financial planner is advantageous in the divorce process as well as steps you should take in preparation of filing for divorce. Disclosures Investment advisory services offered through Robertson Stephens Wealth […]
Managing Financial Conflict in Divorce
By Pam Friedman, CFP®, CDFA® June 28, 2022 – Managing conflict is more important than resolution in divorce. We don’t resolve conflict at first; we handle it with a mix of vulnerability and wisdom with the goal of resolution. Furthermore, in divorce the resolution is not a compromise. It can and should be a shared […]
Social Security and Divorce
By Pam Friedman January 6, 2022 – The first thing to know about social security payments in retirement is that your divorce terms do not determine how much social security you’ll get FROM SOCIAL SECURITY e.g. the government program that is social security. Here are the two general rules for social security: If you […]
Today’s Spotlight: Your Brokerage Account Value May Be Less Than You Think
By Pam Friedman, CFP®, CDFA®, October 6 2021 This is a wakeup call to family attorneys and their clients to urge both to consider what is inside brokerage accounts and not just look at account titles and balances. Your attorney may only look at the balance of your brokerage account and your investment company may […]
Tax Changes, Court Backlogs May Complicate Your Clients’ Divorces
September 7, 2021 – Pam Friedman was featured in Financial Advisor Magazine discussing “Tax Changes, Court Backlogs May Complicate Your Clients’ Divorces”- read the full piece here: https://bit.ly/3yNgcJf
Heading for Divorce? 3 Financial Planning Steps to Take Now
By Pam Friedman As published in HerMoney July 28, 2021 In my years advising clients as a financial planner, I’ve learned that people tend to think of divorce as a protracted, contentious affair where embittered spouses use unsavory tactics to secure money, property and children. The reality is that divorce can be, and often is, […]
5 Questions for divorce planning expert Pam Friedman
July 28, 2021 Pam Friedman, CFP®, CDFA® recently spoke with Tobias Salinger for the Financial Planning Podcast discussing why women are facing more stress than ever during the coronavirus pandemic and how planners can help. Listen here.
Divorce and the New Tax Law
The new tax law, Tax Cuts and Jobs Act of 2017 (“TCJA,”) impacts many of the most commonly negotiated terms in divorce. I’ll briefly cover just a few here. Please be sure to review your tax status with your tax planner or attorney before next year. Alimony: For divorce decrees after December 31, 2018, alimony […]
Dividing the House in Divorce: What are the options?
In divorce, one of the most difficult decisions is what to do with the family home. Take the story of Jill and Bob Carter. The Carters have been married for 20 years and purchased their home after marriage. The home is considered community property. The Carters have two children, Mark, 18 and headed to college, […]
Your Relationships: Should You Prepare a Pre- or Post- Nuptial Agreement
Pam Friedman, Managing Director and Principal, November 10, 2020 Protecting your assets isn’t just about insurance. Couples willingly enter marriage without considering the impact of a break-up while few would enter a business partnership without planning who takes home what value if the business were to close or be sold. The bread winning spouse may […]
Pam Friedman Joins Association of Divorce Financial Planners (ADFP) Board of Directors
Robertson Stephens’ Pam Friedman brings leadership, commitment and experience to the divorce financial planning community San Francisco, Calif.— October 13, 2020 – Association of Divorce Financial Planners, or ADFP, has announced that Pam Friedman, Principal and Managing Director at Robertson Stephens, joined its Board of Directors. Pam’s appointment expands ADFP’s Board to 10 Directors. “We […]