Articles & Blog
ABLE Accounts for Individuals with Disabilities
For many years there has been no means by which to save tax-deferred money for a child with disabilities without placing at risk their government
May 17, 2018
Articles & Blog
How to Be the CFO of Your Financial Household
Reach your financial goals by taking a business leader’s approach to your family’s finances.
May 11, 2018
Articles & Blog
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.
May 3, 2018
Articles & Blog
Confronting an overspending spouse
Lili Vasileff is quoted in a recent article by Brittney Laryea for Magnify Money on how to handle a spouse who is chronically overspending. Lili says, “Financial infidelity is not a financial exercise, its an emotional exercise. Sometimes overspending may be the result of miscommunication, emergency spending, or unrelated, deeply seated emotional issues like an addiction.“
April 26, 2018
Articles & Blog
Hot Hollywood divorce trend may not be for you
Bird nesting, whereby divorced or separated parents let their children stay in the same home while they take turns living in it, is getting mainstream
April 18, 2018
Articles & Blog
Hot Hollywood divorce trends may not be for you
Where to live following a divorce or separation is one of the biggest questions some couples face.
A trend called bird nesting aims to simplify that problem, particularly when there are children involved. The arrangement occurs when a couple keeps one home for their children and take turns living in it.
April 18, 2018
Articles & Blog
Knowing the value of your spouse’s 401(k)?
In this article published in Bloomberg News, Lili Vasileff contributes to a discussion of the state of information sharing in marriages — especially when it comes to financial details. Lili says, ‘‘Most couples don’t share fully financial details about private accounts, the nature of investments, or the amount of savings.\”
April 13, 2018
Articles & Blog
April 10, 2018
Articles & Blog
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.
April 5, 2018
Articles & Blog
Why baby boomers are divorcing at a stunning rate
Lili Vasileff is quoted in a recent article by Angela Moore for Market Watch on why older couples are deciding to divorce in record numbers. Lili says, “What’s pushing gray divorce is people are living longer and they feel more entitled to living fully. They’ve contributed to raising children, they want an emotional journey, it’s their time now. They may have decades ahead and don’t want to be unhappy anymore.”
March 29, 2018