ABLE Account vs. Special Needs Trust (SNT)
ABLE accounts and SNTs are complementary tools — ABLE offers quick, tax advantaged access to $19,000/year for disability related expenses, while SNTs protect larger assets and cover supplemental needs without affecting Medicaid or SSI eligibility.
How to Remove Your Ex-Spouse’s Name from Your Credit Report
Imagine your surprise that when you run your own credit report after you divorce, and you continue to see your ex-spouse in it??
Short Guide to Cash Balance Pension Plans for Divorce Analysis
Cash balance pension plans can be difficult to identify and value during divorce proceedings…
InvestmentNews – Lili Vasileff Named One of the Best Independent Advisors of 2025
Lili Vasileff is featured in InvestmentNews’ 2025 list of 5-Star Independent Advisors, recognized for her exceptional client service and expertise in navigating complex financial situations.
Where Will CD Rates Go in 2024?
Where Will CD Rates Go in 2024? With inflation easing, you may want to lock in today’s CD ratesSHOPPABLE SOLUTIONS It all depends on the
How to Invest Like a Woman – It’s a Style Thing
Understanding the unique challenges women face when it comes to financial wellbeing and learning how investing works are the keys to being able to be confident, financially secure and independent.
Early Warning Signs: Impact of Aging on Financial Decision Making
IT IS INEVITABLE that people will see a decline in their financial skills and decision-making ability as they age. No one is exempt: Everyone experiences normal cognitive aging in their later years, which in turn affects various financial skills. The degree of cognitive decline and its effect on specific financial skills varies by individual.
Can I Contribute to an IRA if I Don’t Have a Job?
Most of us do not give it another thought and simply assume we can contribute to an IRA if we meet IRS income criteria. But what if your only source of income is alimony? Guess what – the new tax law changes may just eliminate your only means to save in a retirement account.
Your Money & Your Brain by Jason Zweig looks at neuroeconomics, which is research using brain activity, economics, and behavioral psychology to study how we make decisions.
Surviving boomerang kids without depleting your retirement savings
Lili Vasileff is quoted in a recent article by Tom Anderson for CNBC’s ‘Your Money, Your Future’ on how to handle adult children moving back home. Lili says, “Create a spending plan and timeline. The plan should include how expenses are shared, what savings will be tapped to pay for additional expenses and how, if possible, those savings will be replenished.”
