Check out Lili’s latest appearance on the The Divorce & Beyond Podcast with Susan Guthrie, Esq.. Gray divorce has a disproportionate financial impact on many soon-to-be retirees since the division of assets happens closer in time, or during retirement. This makes financial literacy during and after the divorce even more important then ever.⠀ Lili shares the pitfalls to be aware of as well as strategies for avoiding making BIG mistakes!⠀
Articles & Blog
Financial Planning: Rewards Financial Advisors Find Working with Niche Clients
“While generalists may worry they’re leaving money on the table by sharpening their focuses so drastically, those who serve narrow client bases say they would never go back…”