Dividing the Military Pension

Dale was a retired marine colonel who was married to Susan during
most of his career. Having moved many times, Susan had worked
when she could but she had relied on Dale’s military pension and VA
pay to support both of them after retirement. Both were in their early
50s and had the opportunity to work and continue to save for
retirement.

How We Helped

Knowledgeable about military divorce, a neutral CDFA helped Dale and Lisa understand how the Survivor Benefit Plan (SBP) would protect Susan, how military pay was valued and divided, and the complexities of a Military Pension Division Order. Dale had Concurrent Retirement and Disability Pay which was available to support Susan’s income needs while she developed a new career.

Dale and Susan’s Success

With the help of a CDFA and mediator, Dale and Susan achieved a fair and amicable divorce agreement. With the financial advice they needed, both felt they divided their assets equitably and had a long-term plan to recover any loss in retirement income caused by their divorce.

Case Studies

Mary Salisbury CDFA Virtual Meeting

Mary Salisbury is a Certified Divorce Financial Analyst and a NC family mediator. Mary’s background includes a career as a financial advisor where she held securities licenses 6, 7, 63 and 65. She also formerly held the credentials of Certified Pension Consultant and Qualified Pension Administrator during a career in employee benefits. Mary graduated with degrees in Economics and Marine Affairs from the University of Miami, FL.