Articles
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
December 11, 2023
Articles & Blog
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.
March 15, 2021
Articles & Blog
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.
July 5, 2018
Articles & Blog
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.
July 5, 2018
Articles & Blog
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.
July 5, 2018
Articles & Blog
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.”
May 24, 2018
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
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
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
How to avoid mistakes dividing up 401(k) assets in divorce
Divorcing couples can face enough agony as it is dividing up possessions and agreeing on custody of children, let alone splitting retirement assets.
Yet that nest egg often represents a divorcing couple\’s largest pot of money. And if the process for the division of those assets is not done properly, there can be a steep price to pay in taxes, penalties or an unintended amount of money going to an ex-spouse.
March 9, 2018