Managing Household Records and Documents

Every household must work out its own records management system, but some general guidelines can help. A good system will provide an overview of what happens to property after a major life event occurs. Lili offers her advice in her latest blog post...

Managing Household Records and Documents: Security and Necessity


When was the last time you couldn't find an important paper you knew you had carefully put away? How do people decide where to store and keep such records? And how do they know what to keep, what to throw away, and when? Do you have a simple system or roadmap for important papers to which you or a loved... Read More

Death, Taxes…and Divorce?

How the new tax changes will impact planning for divorcing couples
by Lili Vasilef

Ms. Vasileff, president emeritus of the national Association of Divorce Financial Planners, and nationally acclaimed author, speaker and practitioner at www.divorceandmoneymatters.

It is difficult to assess the impact of tax law changes will have on folks who divorce in the near future. Clearly, the spectrum of tax law changes for individuals ranges from tax brackets, deductions, and tax credits to tax shelters.

It is unclear if these new rules will make divorce more or less difficult to negotiate. Why? Many of... Read More

Tell-tale signs that your partner is guilty of financial infidelity

  • Only 52 percent of individuals believe their significant other is totally honest with them when it comes to money, according to a new study.
  • Financial experts point to tell-tale signs that can help you identify if your partner is guilty of financial infidelity.

Lorie Konish | @LorieKonish
Published 8:39 AM ET Tue, 23 Jan 2018

When financial advisor Neal Van Zutphen recently met with new prospective clients, married couple, the meeting did not go as planned.

The process of going through their financial records prompted the husband to reveal a secret he had been keeping from his wife: $60,000 in credit... Read More

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