Dividing retirement assets is often one of the most complex aspects of a divorce settlement. These accounts, which may include 401(k)s, IRAs, pensions, and other retirement plans, are typically among a couple’s most valuable assets. Proper division requires careful consideration of legal requirements, tax implications, and long-term financial planning. This article will guide you through…
Katie E. Moore, CDFA®
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As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions. A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.
Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.
Katie is an active member of her community where she and her husband are raising two beautiful children.
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How to Create a Budget You Can Actually Stick With
Do you feel like your finances are out of control? Are you charging too much on credit cards each month? Do you sometimes wonder where you are going to come up with enough money to pay your bills? If any of these describe your financial situation, putting a budget in place could help. Here are…
Why Saving Isn’t Enough
Forget that myth that millennials are bad with money. If recent surveys are accurate, 20- and 30-somethings are excellent at saving money and building up stacked savings accounts. In fact, nearly 1 in 4 millennials report having $100,000 to more in savings, according to a new Bank of America report. Of those surveyed, “Seventy-three percent…
11 Ways to Earn Money If You’re Unemployed Due to COVID-19
Unexpected job loss can be traumatic. If you were laid off or furloughed because of the coronavirus outbreak, money might be tight. You may need to make some difficult decisions as you navigate paying bills and putting food on the table during financial uncertainty. After you assess your current financial situation, prioritizing and eliminating non-essential…
How to Teach Young Kids About Money
If you don’t teach your kids about money, who will? Maybe no one, or maybe a lender that wants them to take on debt. Only 58% of over 40,000 participants have passed the 30-question National Financial Capability Test from the independent National Financial Educators Council. The average score on questions about earning, saving, and growing…
When Your Spouse Doesn’t Want a Divorce
Getting a divorce is one action that quarreling spouses might agree. However, there are possible situations when you want to sever the tie, but your spouse insists on staying married. What can you do if your partner won’t give you a divorce? First of all, no one can force you to stay married. Your spouse…
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