Finances

Half of widows see their income drop by 50%. Don’t be one of them

December 20, 2018
Divorce, Finances, Gray Divorce, Household Documents, Interview, Women

In March 2013, Ginny McKinney and her husband, Dan, were shopping for a camper to pursue their dream of traveling to great golf courses around the country. Then Dan died of a heart attack. He was 62 years old and she was 59.“It was devastating. Grief is like an onion. You have the initial shock of the loss itself,… Read More

Is Divorce Becoming a Tax Strategy Game?

December 15, 2018
Divorce, Finances, Taxes

As professionals, we must consider how to address the ripple effect of the repeal of the alimony tax deduction and other uncertainties in the new tax law. Divorce has become a tax strategy game with no clear direction.Many couples who are racing to divorce in 2018 may be surprised to learn that even though the tax character of alimony… Read More

Secret Santa: Many people don’t know what their spouse spends on holiday shopping

December 4, 2018
Finances, Interview, Women

For many consumers, the real magic of the holiday season is the sleight of hand it takes to hide overspending from their spouse.Almost half of Americans say their spouses or significant others do not know how much they spend during the holiday season, according to a new survey of 1,000 U.S. adults from SwagBucks.com… Read More

This is why baby boomers are divorcing at a stunning rate

October 24, 2018
Divorce, Finances, Gray Divorce

Looking ahead to the next phase of life can seem pretty dreadful if you can’t stand the person who you’ll be spending it with.That may be what some boomers are facing. Among U.S. adults ages 50 and older, the divorce rate has roughly doubled since the 1990s, according to a Pew Research Center report. Statistically speaking we’re healthier and… Read More

1 in 3 parents will help their kids pay off student loans

July 28, 2018
Finances, Wealth

One third of parents say that they will help their child pay back some or all of their student loans, according to a recent survey by College Ave Student Loans.Student loan debt has skyrocketed to $1.5 trillion in the U.S.Parents should make sure that they're balancing their long-term financial goals with helping their children finance higher education, advisors… Read More

9 Expert Tips For Negotiating an Alimony Settlement

July 22, 2018
Divorce, Finances, Gray Divorce, Wealth, Women

Second only to child custody, alimony is one of the most contentious and difficult-to-navigate processes in any divorce. When two people are splitting up, particularly when that split is acrimonious, the last thing either of them wants to discuss is the prospect of giving money to each other. But, the topic has to be dealt with and the only… Read More

Early Warning Signs: Impact of Aging on Financial Decision Making

July 5, 2018
Divorce, Finances, Investments, Wealth, Women

IT IS INEVITABLE that people will see a decline in their financial skills and decision-making ability as they age. No one is exempt: Everyone experiences normal cognitive aging in their later years, which in turn affects various financial skills. The degree of cognitive decline and its effect on specific financial skills varies by… Read More

Can I Contribute to an IRA if I Don’t Have a Job?

July 5, 2018
Finances, Investments, Taxes

Most of us do not give it another thought and simply assume we can contribute to an IRA if we meet IRS income criteria. But what if your only source of income is alimony? Guess what – the new tax law changes may just eliminate your only means to save in a retirement… Read More

What’s the Difference Between Zelle, Venmo and Paypal?

July 5, 2018
Finances

By Judy Heft who offers professional and personal assistant services that are tailored to meet the specific and changing needs of her clients. All services are provided on an accurate and timely basis with complete confidentiality. http://judithheft.com/services.htmlI thought this explanation was so clear so timely that I asked Judy if I could copy it for… Read More

Your Brain on Money

July 5, 2018
Finances, Investments, Wealth

Your Money & Your Brain by Jason Zweig looks at neuroeconomics, which is research using brain activity, economics, and behavioral psychology to study how we make decisions.

The main focal point is how the brain affects financial decisions but it’s obvious the material goes… Read More

Wealth Protection Management Articles

Finances

Half of widows see their income drop by 50%. Don’t be one of them

Is Divorce Becoming a Tax Strategy Game?

Secret Santa: Many people don’t know what their spouse spends on holiday shopping

This is why baby boomers are divorcing at a stunning rate

1 in 3 parents will help their kids pay off student loans

9 Expert Tips For Negotiating an Alimony Settlement

Early Warning Signs: Impact of Aging on Financial Decision Making

Can I Contribute to an IRA if I Don’t Have a Job?

What’s the Difference Between Zelle, Venmo and Paypal?

Your Brain on Money

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