Do You Need Assistance?
Show Me the Money
Determining how much money you need to live on? Gathering, tracking
over time, and analyzing your financial information? We help find
hidden or “forgotten” marital assets. assets.
Safety in Numbers…..Alimony
Figuring out a detailed and realistic spending plan? We can
“solve” for support and offer payment alternatives that
may save money. Guess-work is eliminated with alimony calculations
that demonstrate “need” and “ability to pay.”
Tax Analysis
Knowing the potential tax cost to you of selling assets - such as
stock, bond, or mutual fund investments, real estate, IRAs, and stock
options – for needed cash? Identifying and analyzing property
settlement tax considerations and consequences? We project federal and
state income taxes, capital gains taxes, and net spendable income for
self-employed spouses.
What’s Wrong with this Picture?
Determining the pros and cons of different financial scenarios? We
create personalized reports and graphs that illustrate the financial
status, available cash, and nest egg of each spouse. We analyze the
potential short and long-term financial consequences of proposed
property settlements.
Simplify Your Success
Investing to seek to meet your needs – and those of your family
- going forward? Resolving specific challenges such as obtaining
health, life, or disability income, or long term care insurance?
Peace of Mind
Making informed decisions? Diminishing uncertainty? We can provide
each spouse with his/her own personalized binder reflecting: Today:
Pre-settlement, and, Tomorrow: Post-settlement. Action items
empowering a successful transition are listed.
Expert Testimony
In support of your attorney’s strategy? We work with you and
your attorney to prepare trial exhibits and charts to substantiate
your Equitable Distribution Proposal.
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.