By: Liz Skinner Published By: Investment News May 12, 2013 The extended rally in stocks has led financial advisers to take steps to prepare portfolios for a pullback. Advisers are also actively helping clients curb their enthusiasm – and fears – about the new peaks in the Dow Jones Industrial Average. The Dow industrials closed…
Single boomers now represent close to one-third of all retirees By Lili A. Vasileff, CFP, CDFA Ms. Vasileff is a fee-only Certified Financial Planner™ professional, a Certified Divorce Financial Analyst, and President of Divorce and Money Matters, LLC with offices in CT and NY. Lili is a nationally recognized expert in financial planning for divorce…
The Financial Neutral Professional in Collaborative cases CLEBC: Getting Started in Interdisciplinary Collaborative Practice training November 26, 2012 To see the raw footage of this Panel Discussion, please Click Here: Moderator: Doreen Gardner Brown, BHEc CFP® AFC Panelists: Lili Vasileff, CFP®, CDFA™, MIA – Greenwich, Connecticut Amy Whitlatch, CFP®, CDFA™, MBA – Cincinnati,…
Lili’s Money Saving Year End Tax Tips By: Lili Vasileff, CFP(r), CDFA(tm) QUICK TIPS: 1. You CANNOT file married for the year if you are officially divorced as of 12/31/2012. 2. You and your ex-spouse MUST agree on who claims which deductions and which children as dependency exemptions. 3. If you receive alimony you MUST…
Lili Ringing the Bell at the New York Stock Exchange attending the FT Investment Management Summit
Published in: Domestic Law Journal Family Law Section Western County Bar Association There are few challenges more difficult than going through a divorce while having a special needs child. When a special needs child is involved, issues of child custody, visitation, support and property division can be significantly more complex. Divorcing parents with a…
Divorce is a time of great emotion, transition, and planning. Your client may be the initiator of the divorce or the party who is on the receiving end of notice – but either way, the financial union is soon to be over, and your client will need expert financial guidance. Most likely, you will need…
Marital secrets, forged signatures and warring spouses – molehills, not Madoff, plague most financial advisors. By Janice Fioravante July 1, 2012 <A HREF=”http://ad.doubleclick.net/jump/financial-planning.com/;abr=!ie;pg=_ros;sz=300×250;pos=2;tile=4;ord=19782503?”><IMG SRC=”http://ad.doubleclick.net/ad/financial-planning.com/;abr=!ie;pg=_ros;sz=300×250;pos=2;tile=4;ord=19782503?” border=0 width=”300″ height=”250″></A> Financial planners are still trying to live down Bernie Madoff’s mayhem. FINRA may be named to regulate investment advisors. Most wealth managers, though, aren’t wrestling with Ponzi schemes…
Financial planning in preparation for divorce can be an overwhelming and intimidating process. Lili Vasileff, CFP, president of the Connecticut-based Divorce & Money Matters and president of the Association of Divorce Financial Planners, is a pioneer in an industry that she believed was not addressing perhaps the most intimidating question facing women going through a…
By Liz Skinner April 8, 2012 6:01 am ET Financial advisory firms that have found success focusing on female clients share a few common marketing and hiring traits — as well as some other tactics — that keep women walking through their doors. “If you are a financial adviser, you have to show a woman…
