Articles & Blog
ABLE Accounts and 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
February 17, 2016
Articles & Blog
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
February 17, 2016
Articles & Blog
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
February 17, 2016
Articles & Blog
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.
January 24, 2016
Articles & Blog
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
January 6, 2016
Articles & Blog
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
January 6, 2016
Articles & Blog
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
November 18, 2015
Articles & Blog
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
November 17, 2015
Articles & Blog
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
November 6, 2015
Articles & Blog
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:
September 10, 2015