Blog Post

Women in Business Conference and Awards 2017

Lili attended the ninth annual Women in Business Conference which was held on May 16, 2017 at the Greenwich Country Club. The event, sponsored by Moffly Media, provided a forum for professional women to mingle and network, share expertise and gain insight into new opportunities. Lili is pictured here with retired judge Lynda Munroe at the event. To read… Read More

529 College Savings Plans: Should you consider a change?

Parents often face the competing challenge of funding their children's college or their own retirement savings.  During divorce, these goals collide more acutely. Income is stretched and expenses increase with two households. How do 529 plans come into play? Here is a great resource with more information:   https://www.assettv.com/video/college-savings-savvy-under-what-circumstances-should-i-advise-clients-change-529-plans?chid=2091 College Savings Savvy: Under what circumstances should I advise clients to change 529… Read More

Managing Household Records and Documents

  Every household must work out its own records management system, but some general guidelines can help. A good system will provide an overview of what happens to property after a major life event occurs. Lili offers her advice in her latest blog post... Read More

Why Your Divorce is Unique

As you approach your golden years, you realize you may be heading toward divorce. Now you start asking questions: how does one start the process, how much is it going to cost, and how long does it take? Many Baby Boomers have misconceptions about divorce. These misconceptions arise from all sorts of people who mean well but mislead when sharing… Read More

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