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