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Tag: independent investment advisor

Secrets and Lies

July 30, 2012
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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…

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Posted in Uncategorized Tagged Connecticut, divorce, divorce planning, fee only, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

Financial Planning Empowers Divorcees: Interview

July 23, 2012
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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…

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Posted in Uncategorized Tagged Connecticut, divorce financial planning, divorce planning, fee only, fee only financial planner, fee only financial planning, financial planning for special needs children, independent investment advisor, marketing, marketing to women, New York, professional development, wealth management, women in the work place Leave a comment

How to Provide for the Kids Post-Divorce

May 9, 2012
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By: Elizabeth Alterman Published on CNBC.com http://www.cnbc.com/id/46797194/page/2/ on May 7, 2012 If you think providing for your children after divorce is basically about diapers, dentistry, and diplomas, you’re in for a life of surprises.   Whether you’re supporting preschoolers or those who have returned home after college, experts say preparing for any scenario and putting everything…

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Posted in Uncategorized Tagged Connecticut, divorce, divorce financial planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

Advisors Name Favorite Actively Managed Mutual Funds

April 25, 2012
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April 24, 2012   By Karen DeMasters   Each financial advisor who manages mutual funds for his clients has a  favorite or two that fulfills a specific goal in their clients’  portfolios. Financial Advisormagazine recently asked several advisors to reveal their favorites. The advisors, who report they are satisfied with the expenses compared to the…

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Posted in Uncategorized Tagged Connecticut, divorce, divorce financial planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

Finances and the newly single

April 4, 2012
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Original Article on https://retirementplans.vanguard.com/VGApp/pe/pubnews/DivorcedWomen.jsf The divorce proceedings may be over and the papers signed. But for many, divorce brings a new challenge: Figuring out how to handle the financial decisions—on everything from budgeting to investing—that may have been handled before by their spouse. What steps should the newly divorced take to get a grip on…

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Posted in Uncategorized Tagged Connecticut, divorce, divorce financial planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

New York City’s First Divorce Expo: 3 Ways to “Start Over Smart”

April 2, 2012
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Thursday, March 29, 2012 at 12:40 PM posted by April Daniels Hussar on http://www.self.com/health/blogs/healthyself/2012/03/new-york-citys-first-divorce-e.html First comes love, then comes marriage, then comes … well, sometimes the happy ending you had in mind doesn’t quite work out.  But that doesn’t mean there isn’t life after divorce, or that it can’t be a step to another, truly…

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Posted in Uncategorized Tagged Connecticut, divorce financial planning, divorce planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

Breaking Up Is Hard to Do – Especially with Annuities

March 21, 2012
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Attorneys often split contracts  in divorce settlements, unaware  of the potentially costly impact  By Darla Mercado March 18, 2012 When a client came to his office bearing her new divorce decree, adviser Dale Russell became the bearer of bad news. During the divorce proceedings, the couple’s lawyers decided that their chief financial asset, a $500,000…

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Posted in Uncategorized Tagged Connecticut, divorce financial planning, divorce planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

The Perfect Storm: Divorcing Baby Boomers

March 16, 2012
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By FPA Member Lili A. Vasileff, CFP®, CDFA™ Published: January 27, 2012  As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of older Americans are untying the marital knot. With this trend for “gray” divorces, there are several challenges: dividing one household into…

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Posted in Published Article Tagged Connecticut, divorce financial planning, divorce planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment

Divorce Retirement: Financial Advisers Face Challenges When Couples Split Later

March 14, 2012
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Divorce Retirement: Financial Advisers Face Challenges When Couples Split Later   Posted: 03/12/2012  1:11 pm By Jessica Toonkel NEW YORK, March 12 (Reuters) – As part of the  retirement planning process, financial advisers often help  married couples prepare for the eventuality of one dying before  the other. What few people talk about is what happens…

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Posted in Uncategorized Tagged Connecticut, divorce financial planning, divorce planning, fee only financial planner, fee only financial planning, independent investment advisor, New York, wealth management Leave a comment
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Video Presentations and Interviews

Lili Vasileff:
Welcome to
Divorce and Money Matters

First Wives World:
3 Financial
Clues that He’s
Looking for a Divorce

CNN MONEY: 3 Ways
to Cut Your Taxes

CNN MONEY: Suddenly Single?

Lili's Acceptance of
ADFP 2013 Pioneering Award

Financial Neutral Professional
in Collaborative Cases - CLEB:
Getting Started in Interdisciplinary
Collabortive Practice Training
Nov. 26, 2012 - Cananda




© 2016 Divorce and Money Matters, LLC All Rights Reserved. Divorce and Money Matters LLC is an investment advisor registered with Connecticut Department of Banking &amp; Finance, who has not verified nor endorsed the statements presented on this site. This web site should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Divorce and Money Matters LLC may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.