Late in life challenges often produce anxiety about the not so golden years. With the first wave of baby boomers officially reaching retirement age, financial planning issues underscore basic life decisions about staying married and continuing to work. Divorce statistics for the older baby boomers have increased for a variety of reasons, leaving divorced older…
Lili Vasileff, president of the Association of Divorce Financial Planners shares financial planning dos and don’ts Wed, 07/18/2012 | BY Donald Liebenson 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,…
Ex-spouses stuck without health insurance could find cheaper coverage By: Elizabeth O’Brien It’s been well noted that divorce among the over 50 crowd is on the rise, spreading like crow’s feet even as the overall divorce rate has dipped. Financial headaches related to health care can loom large in later-life divorces, experts say. Yet if…
Meeting the challenge to develop adequate retirement income streams by Lili A. Vasileff, CFP, CDFA Ms. Vasileff is founder & president of Divorce and Money Matters, LLC. She is a nationally recognized fee only financial planner and independent investment advisor. Connect with her by e-mail at lili@divorcematters.com Women have unique challenges facing retirement and handle…
Divorce Your House When You Divorce Your Spouse Feb 10, 2012 Marcie Geffner HSH.com Divorce is never a happy circumstance, and the financial necessity of selling your home as a result can compound the emotional stress. Still, even if you’re inclined to keep your house post-divorce, selling is oftentimes the best solution, even if it…
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
