The Stoner Group at Morgan Stanley

06/10/2026

Divorce in your 40s is where complexity spikes.

Many women are in peak earning years, juggling teens, college planning, and retirement catch-up while the marital balance sheet often includes multiple accounts, real estate, and benefits that aren't straightforward.

For divorce attorneys: here's where I see women in their 40s get hit with costly surprises:

Retirement accounts divided without tax awareness (pre-tax vs Roth vs after-tax dollars are not equal).
QDRO timing and ex*****on issues (a great settlement term can fail if implementation is sloppy).
College funding assumptions (who pays, from what accounts, and how it impacts retirement).
Lifestyle inflation after settlement (support may be temporary; expenses often become permanent).
Overlooking "hidden" compensation (deferred comp, carried interests, restricted stock, pensions).
As a CDFA, I help attorneys and clients stress-test settlement scenarios: taxes, cash flow, asset division, and long-term sustainability—so the agreement works beyond the courtroom.

If you're a family law attorney, I'm happy to be a resource when a case involves retirement division, equity comp, or competing priorities (college vs retirement).

06/10/2026

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://livesocial.seismic.com/aMOvYm

06/09/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

06/08/2026

Did you know that women who face divorce at 55 or older (gray/silver divorce) often see a decline in lifestyle of almost 50%?
Knowing the rules about Social Security can help, as can working with a Certified Divorce Financial Analyst professional.
®

kiplinger.com

06/05/2026

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

brightcove.net

06/05/2026

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions.

brightcove.net

06/04/2026

If retirement is "future you's problem," here's a quick reality check—small moves made at the right time can have an outsized impact. As a Chartered Retirement Planning Counselor (CRPC®), I'm sharing one action-focused tip for each decade. If any of these hit home, I'm happy to offer a quick retirement planning check-in.
In your 60s: Make the transition with confidence.
Retirement isn't just an event—it's a sequence of decisions. The priorities now are income planning, tax efficiency, and healthcare, plus reducing the risk of early-retirement market volatility. A few coordinated choices can meaningfully impact how long your money lasts.

06/04/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

06/03/2026

Couldn't have said it better myself!
I've served pre-retirees & retirees for decades and these insights are real.... and important to know for anyone planning to retire.

kiplinger.com

06/02/2026

As a woman, finding yourself suddenly alone because of divorce or death can leave you vulnerable to making financial mistakes. Proceed with guidance from those who care for you - and trusted local professionals.
CDFA® Certified Divorce Financial Analyst

kiplinger.com