My Fiduciary Duty to Clients as a Registered Investment Advisor
I understand that most consumers who invest don’t fully understand the financial jargon of the word fiduciary. Since there are now new rules applying to
My Fiduciary Duty to Clients as a Registered Investment Advisor
I understand that most consumers who invest don’t fully understand the financial jargon of the word fiduciary. Since there are now new rules applying to
5 Things to Know About Social Security Claiming Rules
I read with great interest several recent articles about the upcoming changes to Social Security rules. One in particular which I will recommend is by
Divorce and Your Finances – Lili is featured in FPA Webinar
Lili Vassileff was the featured presenter on a recent webinar for the Financial Planning Association.
Best Businesses of Greenwich Award 2015
Greenwich, November 04, 2015 — Lili Vasileff, CFP has been selected for the 2015 Best Businesses of Greenwich Award in the Investing category by the
Announcing enhanced litigation services
Lili Vasileff, CFP®, CDFA™, Earns Master Analyst in Financial Forensics (MAFF) credential, specializing in Matrimonial Litigation, at a time when U.S. family law industry is
Why Post-Divorce Finances Are Trickier Than You Think
In this article for Money.com, Lili Vasileff examines the value of ex-spouses creating a mutually acceptable post-divorce action plan for moving forward once the ink
Suddenly single? Wait before tackling money matters
In this article for CNBC.com, Lili Vasileff shares her insight in a discussion of what to do — and what not to do — when people suddenly find themselves single. Lili
Planning Through Life’s Disruptions: Advising Late in Life Divorce
In this article for LifeHealth.com, Lili Vasileff explores the topic of late in life divorce. She says, “As a Baby Boomer approaching retirement, let us assume that
How Can Divorce Affect Your Credit Score?
In this article for SunTrust, Lili Vasileff shares her expertise to help consumers understand how divorce affects credit scores and what steps to take to minimize the impact. Lili says:
Real Money Radio – the Pros and Cons of Remarriage
On this episode of Real Money Radio, host David D. Holland talks with Lili Vasileff to explore the pros and cons of re-marrying versus staying single