The Three Hidden Financial Hacks To Avoid with Karen Chellew, Legal Liaison and Catherine Shanahan, CDFA
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Instead of going through the awkward process of approaching that accountant who’s friends with your ex-spouse, Karen Chellew and Catherine Shanahan share hacks in getting your information and reclaiming your financial independence.
Tune in to this episode on The Three Hidden Financial Hacks To Avoid.
Key Points in this Episode:
✔️You’re entitled to get your information. Ask for access and secure a copy of your tax returns and other documents. Don’t be afraid to put red flags up as you hold the right to your personal information.
✔️ Pay attention. Karen Chellew shares that marital agreements come in the form of paragraphs, and it’s quite easy to overlook minute details. Ensure that the dollar amounts are accurate and aligned with the terms you’ve negotiated.
✔️Don’t look back on your divorce with resentment. Regret is a painful thing to experience after a divorce. Don’t let this happen to you. Reach out to experts who can help you get back on your feet and retrieve your wealth and assets. You are your own boss now.
✔️ You have the legal right to have a copy of your full tax return. All you have to do is fill out the IRS Form 4506 and send your request to your financial planner. Know your options in securing the post-divorce life that you want.
✔️ Be careful when you’re compromising. It can keep conflict at bay. Everyone has their considerations and opinions on how much the other party can own and should pay. However, what exactly are you negotiating away? Be wary of what you’re signing off at the moment and don’t let your emotions get the best of you.
Connect with Karen Chellew, Legan Liason
For over 30 years, Karen has worked in the legal field as a paralegal and business manager. During her career, she served as an affiliated member of the Pennsylvania Bar Association and President Elect of the ALA (Association of Legal Administrators). Karen now serves clients and the professional team in her role as legal liaison. She is an affiliate member of the American Bar Association (ABA) Dispute Resolution Committee, a certified QDRO Administrator, Founder and President of Sisters U Foundation, and an Auditor of East Rockhill Township. As the mom of three children and one granddaughter, Karen is extremely passionate about helping women in all that she does.
Connect with Catherine Shanahan, CDFA
After 25 years in the financial industry, having raised five children and endured her own experience with divorce, Catherine became a Certified Divorce Financial Analyst (CDFA), trained Mediator and Daily Money Manager (PDMM). Catherine is collaboratively trained and was a member of the Bucks County Collaborative Law Group. She is a member of the American Association of Daily Money Managers (AADMM) the Institute for Divorce Financial Analysts, and the Association of Divorce Financial Planners (ADFP). Catherine is fully dedicated to helping clients understand and navigate all aspects of divorce including planning a secure financial future post-divorce.
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