Wealth Protection Management

You may have to repay some of the advance child tax credit next year. Here’s what to know

June 21, 2021
Blog Post, Divorce, Quoted In The Media, Taxes

The advance payments of the enhanced child tax credit are set to start next month, but a big question on many parents’ minds is whether they will end up owing on their taxes next year if they immediately spend the money.

For some parents, the answer is probably yes, they will end up owing money next tax season.

A divorce can derail your finances – here are some money mistakes to avoid

February 11, 2021
Blog Post, Interview, Quoted In The Media

This month, I'm honored to be featured in another Sarah O'Brien article: Read More

Avoid these mistakes when divvying up assets in a divorce

December 11, 2020
Divorce, Quoted In The Media

ADVISOR INSIGHT

PUBLISHED THU, DEC 10 2020 8:00 AM EST
Sarah O’Brien@SARAHTGOBRIEN

KEY POINTS

Even if two assets appear to have the same value, taxes can make one worth less than the other at the time of valuation.
The cost basis of any given asset is a key measurement and should… Read More

Might as Well Use This Time to Get a Divorce

June 12, 2020
Divorce, Quoted In The Media

MY TWO CENTS MAY 15, 2020
‘Might as Well Use This Time to Get a Divorce’
By Charlotte Cowles

Photo: Getty Images

My friend Anna has been waiting for her boyfriend’s divorce to be finalized since they first met, over a year ago.… Read More

7 Reasons Spouses, Partners Lie About Money

March 24, 2020
certified divorce financial analyst, Divorce, Quoted In The Media, Wealth

debt Weath protection management, Mediator, Litigant Expert, Divorce Financial Specialist, Financial Forensics - Lili Vasileff, CFP, MAFF, CDFA

Ten years have passed, and Lisa*, now 60, still asks herself, Why didn't I see it coming? At the time, she and her husband, Andrew, were living well: a spacious home in a Chicago suburb, overseas travel, a kid in private… Read More

How happy couples handle money

January 4, 2020
Finances, Quoted In The Media

Divorce isn’t the happiest way to start the new year, but January is a common time for couples to split: It’s unofficially been dubbed “Divorce Month” in the legal community because of an uptick in divorce filings following the holidays, according to a 2016 study from the University of… Read More

Avoid accidentally disinheriting your kids after you remarry

October 18, 2019
Divorce, Quoted In The Media, Wealth

The rate of remarriage has dropped over time for all age groups except the 55-and-older crowd: 57% in 2013 vs. 42% in 1960. For those who remarry and want to make sure certain assets get passed on to kids from a previous marriage, the solution is estate… Read More

The cost of divorce

September 14, 2019
Divorce, Quoted In The Media, Wealth

Divorce is expensive, often ruinously so. You don’t need an expert to tell you that. However, an expert can help couples going through it to soften the… Read More

Divorce Rates: Lower overall, higher for older couples

September 12, 2019
Divorce, Finances, Quoted In The Media

winston-salem journal Weath protection management, Mediator, Litigant Expert, Divorce Financial Specialist, Financial Forensics - Lili Vasileff, CFP, MAFF, CDFA

Sept. 7, 2019 Unbelievable! Divorce rates are down 40% from 1992 when there were 4.8 divorces for every 1,000 Americans. By 2017, that rate was only 2.9. However, divorce rates for older Americans have… Read More

Divorce: How to stay financially secure when you’re splitting up

August 9, 2019
Divorce, Finances, Grey Divorce, Published Article, Quoted In The Media

Getting divorced is an emotional roller-coaster. It also can be a real threat to your personal finances. If you don’t approach your settlement with a clear head and an accurate accounting of your finances, you may find that you can’t afford your new life alone or, just as bad, you could jeopardize the retirement you’re envisioning for yourself in the… Read More

Divorce Financial Expert

Wealth Protection Management Articles

Quoted In The Media

You may have to repay some of the advance child tax credit next year. Here’s what to know

A divorce can derail your finances – here are some money mistakes to avoid

Avoid these mistakes when divvying up assets in a divorce

KEY POINTS

Might as Well Use This Time to Get a Divorce

7 Reasons Spouses, Partners Lie About Money

How happy couples handle money

Avoid accidentally disinheriting your kids after you remarry

The cost of divorce

Divorce Rates: Lower overall, higher for older couples

Divorce: How to stay financially secure when you’re splitting up

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