Wealth

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

Lili is speaking at National Conference Event in Chicago

March 20, 2020
certified divorce financial analyst, Finances, Gray Divorce, Wealth

Retirement Income Summit: April 20-21, 2020 | Westin Chicago River North Join us in Chicago for the industry’s premier retirement planning… Read More

Lili is speaking at National Conference Event in Atlanta

March 11, 2020
certified divorce financial analyst, Divorce, Wealth, Women

A Conference about Women for All Advisors: Pumping Up Your Niche Many people say successful advisors in the future will have to have niche practices. Hear about the interesting client groups that these advisors service, and how that focus jump started their… 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

Financial Infidelity and How Can You Protect Yourself?

October 14, 2019
Divorce, Published Article, Wealth

It doesn’t matter if you are single and beginning a relationship, if you are in a long-term relationship, or if you are negotiating the breakup of a marriage--people often overlook the warning signals for the ways in which they might be taken advantage of… 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

Strategies For Protecting Threatened Wealth

March 13, 2019
Gray Divorce, Wealth, Women

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune to divorce and the largest increase (55%) is in first time marriages of over 20 years. With transition and the uncertainty… 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

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

Wealth Protection Management Articles

Wealth

7 Reasons Spouses, Partners Lie About Money

Lili is speaking at National Conference Event in Chicago

Lili is speaking at National Conference Event in Atlanta

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

Financial Infidelity and How Can You Protect Yourself?

The cost of divorce

Strategies For Protecting Threatened Wealth

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

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

9 Expert Tips For Negotiating an Alimony Settlement

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