by Greg Gann | Oct 24, 2023 | Case Study
Memorandum of Understanding for Janice Doe and Jason Doe A) Background: Janice and Jason have been married 34 years. They would like to reach a post-nuptial, separation agreement, delineating how income and expenses will handled as well as the division of property....
by Greg Gann | Oct 24, 2023 | Case Study
A) The Purpose for Providing This Financial Analysis For Mr. and Mrs. Doe: The purpose of this report is to render an opinion regarding the amount of investment income that Mrs. Doe can generate from her share of invested marital assets as well as compounded growth...
by Greg Gann | Oct 24, 2023 | Case Study
At the date of marriage on [MM/DD/YYYY], Jack’s 401K had a market value of $86,183. From June 8, 2014 until [MM/DD/YYYY], Tim contributed $7662. Excluding the loan repayment of $2151, the account had a [MM/DD/YYYY] market value of $97,422. The full $7662 in...
by Greg Gann | Oct 24, 2023 | Case Study
Gross and Net After-Tax Income for the Parties Joe’s income currently derives from three sources- military, Strong Service Co., and Big Data. The cumulative gross monthly income from all three sources is $17,890 per month or $214,680 per year. Combined and...
by Greg Gann | Oct 24, 2023 | Case Study
Overview: Jess retired from the Coast Guard which is part of the Office of Homeland Security [MM/DD/YYY]. Upon retiring, she immediately began receiving distributions from the military pension, associated with her service at the Coast Guard. She receives concurrent...
by Greg Gann | Oct 24, 2023 | Case Study
It’s of utmost importance that all calculations are performed based on legitimate account statements rather than spreadsheets provided, even if the divorcing parties agree. Spreadsheets and human attempts at record keeping often carry flaws, can easily disguise or...
