Wealth Protection Management

Special needs families face increased financial pressure in Covid-19 crisis. This can help

January 21, 2021
Divorce, Quoted In The Media

PUBLISHED FRI, JUL 31 20208:15 AM EDTUPDATED FRI, JUL 31 20209:52 AM EDT
Sharon Epperson@/IN/SHARONEPPERSONCNBC@SHARON_EPPERSON

Parents look for solutions to financial pressures of special needs learning For millions of students with disabilities and special needs in U.S. public and private schools, the shift to… 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

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, according to marriage and money experts

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

Here’s how to 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

Hungerford — Divorce Rates: Lower overall, but much higher for older couples

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

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, 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

Wealth Protection Management Articles

Quoted In The Media

Special needs families face increased financial pressure in Covid-19 crisis. This can help

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, according to marriage and money experts

Here’s how to avoid accidentally disinheriting your kids after you remarry

The cost of divorce

Hungerford — Divorce Rates: Lower overall, but much higher for older couples

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

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