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Wealth Protection Management Articles

Wealth Protection Management Articles
Articles & Blog

Protecting Your Threatened Wealth

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 of a divorce outcome, being able to meet one’s needs and protect wealth are the two priorities expressed most often by older individuals who divorce.

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April 19, 2021
Articles & Blog

Confronting your overspending spouse

Lili Vasileff Is Quoted In A Recent Article By Brittney Laryea For Magnify Money On How To Handle A Spouse Who Is Chronically Overspending. Lili Says, “Financial Infidelity Is Not A Financial Exercise, Its An Emotional Exercise. Sometimes Overspending May Be The Result Of Miscommunication, Emergency Spending, Or Unrelated, Deeply Seated Emotional Issues Like An Addiction.”

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April 12, 2021
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Articles & Blog

Protecting Threatened Wealth

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 of a divorce outcome, being able to meet one’s needs and protect wealth are the two priorities expressed most often by older individuals who divorce.

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March 13, 2019
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Articles & Blog

Remarried after kids – avoid accidentally disinheriting them

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 disinherited.

“A conversation about estate planning is absolutely critical in remarriages,” said certified financial planner Lili Vasileff, founder and president of Divorce and Money Matters in Greenwich, Connecticut.“It’s emotional and hard to talk about, but the last thing you want to do is leave adult kids with a disaster.”

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January 17, 2019
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Articles & Blog

Widows see their income drop by 50% – don’t be one of them

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, but then it keeps going deeper and deeper,” Ginny says.

And in Ginny’s case, the emotional challenges were compounded by financial setbacks.

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December 20, 2018
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Articles & Blog

Secret Santa: what spouses spend on holiday shopping

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 .

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December 4, 2018
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Articles & Blog

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

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 say.

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July 28, 2018