Quoted In The Media

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

August 9, 2019
Divorce, Finances, Gray 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

Don’t let money woes silence you after a divorce. Take these steps to get a plan in place

April 5, 2019
Divorce, Quoted In The Media

If you're divorced, you don't need to be told that your financial life has changed.However, one key indicator — how willing you are to talk to family about money — shows just how much your finances and relationships can be upended.Results from the CNBC Invest in You and Acorns Savings Survey show that 56 percent of divorced Americans said… Read More

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

January 17, 2019
Finances, Interview, Quoted In The Media

While it's common for one partner to handle most money decisions in a marriage, it's important for planners to make sure to listen to both.It's not uncommon for couples to split up their household duties, with the more money-savvy partner handling the finances. But financial planners say cases where one spouse completely dominates discussions about money and investments while… Read More

Remarried after having kids? Here are tips to avoid accidentally disinheriting them

January 17, 2019
Finances, Quoted In The Media, Wealth

If you've tied the knot again and hope to pass on assets to your kids from a previous marriage, don't overlook the importance of planning for when you pass away.Many people lack even a basic will and the stakes can be higher if you do no estate planning when you remarry. As a result, your children could unintentionally be… Read More

A Money Smart Divorce

November 1, 2018
Divorce, Finances, Gray Divorce, Quoted In The Media

December is expected to be a busy month for the nation's divorce courts. The tax overhaul enacted late last year eliminated the deduction for alimony, but unlike most provisions in the law, this one doesn't take effect until 2019.As of January 1, the IRS will treat alimony payments in the same manner as it treats child support, which isn't… Read More

Getting divorced? Don’t forget to talk about how you will pay for your kids’ college

August 14, 2018
Interview, Published Article, Quoted In The Media

Divorce throws a wrench in many long-term plans, from savings to retirement and beyond. If you're divorcing and have children, even if they are young, you should also consider the impact the end of your marriage will have on their college plans.Some states require divorcing couples to address how they will pay for their children's college education in their… Read More

Why Your Long-Term Relationship May Be Harming Your Financial Literacy

June 17, 2018
Published Article, Quoted In The Media

When one partner takes on all the financial tasks, the other loses out on building money… Read More

How Changing Tax Laws Could Affect Divorcing Couples

June 7, 2018
Published Article, Quoted In The Media

Couples who have made the decision to divorce in 2018 may be surprised to learn that changes in personal and business income taxes will impact the financial outcomes of their divorce. It is unclear if the new tax rules will make divorce more or less… Read More

This hot Hollywood divorce trend may not be for you

April 18, 2018
Interview, Quoted In The Media

Where to live following a divorce or separation is one of the biggest questions some couples face.A trend called bird nesting aims to simplify that problem, particularly when there are children involved. The arrangement occurs when a couple keeps one home for their children and take turns living in… Read More

How to avoid mistakes dividing up 401(k) assets in divorce

March 9, 2018
Interview, Quoted In The Media

Divorcing couples can face enough agony as it is dividing up possessions and agreeing on custody of children, let alone splitting retirement assets.Yet that nest egg often represents a divorcing couple's largest pot of money. And if the process for the division of those assets is not done properly, there can be a steep price to pay in taxes,… Read More

Wealth Protection Management Articles

Quoted In The Media

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

Don’t let money woes silence you after a divorce. Take these steps to get a plan in place

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

Remarried after having kids? Here are tips to avoid accidentally disinheriting them

A Money Smart Divorce

Getting divorced? Don’t forget to talk about how you will pay for your kids’ college

Why Your Long-Term Relationship May Be Harming Your Financial Literacy

How Changing Tax Laws Could Affect Divorcing Couples

This hot Hollywood divorce trend may not be for you

How to avoid mistakes dividing up 401(k) assets in divorce

Need More Help?

About Us

Information