
Whose 529 Is It? Education Money in a High Net Worth Divorce
There is a moment in a lot of my settlement negotiations where both parents agree completely, and I still have to slow things down. The agreement is this: the 529

There is a moment in a lot of my settlement negotiations where both parents agree completely, and I still have to slow things down. The agreement is this: the 529

I wrote last spring about screen time and the anxious generation, and about what Jonathan Haidt’s work means for divorced parents trying to hold a line across two households. Something

A client asked me this in a consultation last week, and I get asked it constantly. He is a finance professional. His bonus lands in March. He is going to

In the latest episode of the “Happy Healthy Wise Wealthy” podcast, Lisa chatted with host Mary Meyer to try and demystify one of life’s hardest transitions. From the show notes:

In the New York Law Journal, Lisa, along with Emily C. Walsh and Rowan DeGasperis, Esq. authored an article on mental health records in child custody cases. From the article: “In

Take a look at this fun essay on Belle Burden’s “Strangers” book that discusses prenups and gray divorce, featuring quotes from Lisa and Julia Rodgers at HelloPrenup! Read it here

The Wall Street Journal featured an extended interview with Lisa on something she is seeing more and more of in prenup drafting: a “leaving the workforce” trigger. From the article:

Lisa joined Frances Shefter on her terrific podcast “Stress-Free IEP” to talk about the issues that come along with raising a neurodivergent child or a child with special education needs

Lynnette Khalfani-Cox has spent decades helping people get out of debt, build wealth, and take control of their financial futures. She is the most recent guest on The Power of