3.1.2016: Chuck receives Divorce Analyst credentials

chuckChuck Wienckowski, CPA/PFS, recently completed a specialized certification program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®). Chuck is trained to provide financial information and assistance to people going through a divorce, and has assisted divorcing individuals as a CPA/PFS and as a licensed financial advisor for a combined 25 years.

Chuck evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing material property (including pensions) and child and spousal support payments.

“At The Kelly Group, we help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as in the future,” Chuck says. “We examine and analyze the financial issues of a divorce, providing our clients and their lawyers with data to help them reach an equitable financial settlement in a professional manner. We help our clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.”

12.2015 – Key Numbers for 2016

Like it or not, numbers play a big role in various aspects of our financial planning. Here are 2016 numbers regarding such items as:

•Itemized deduction phaseouts (p.5)
•Medicare tax info (p.6)
•Income tax rates (pp. 9-11)
•Business planning info (pp. 12-14)
•Estate planning numbers (p. 19)
•Social Security (20-22)
•Medicare (22-23)
•Retirement planning (including 401(k) and IRA contribution limits) (pp. 24-26)
•…and more.

Read the full article here