Tag: wealth management

Lili Participates in Panel about Financial Neutral Professional in Collaborative Cases

The Financial Neutral Professional in Collaborative cases


CLEBC: Getting Started in Interdisciplinary Collaborative Practice training

November 26, 2012

 To see the raw footage of this Panel Discussion, please Click Here: Moderator:  Doreen Gardner Brown, BHEc CFP® AFC   Panelists: Lili Vasileff, CFP®, CDFA™, MIA – Greenwich, Connecticut Amy Whitlatch, CFP®, CDFA™, MBA - Cincinnati, Ohio Donna Smalldon, CFP®, CDFA™, MBA - Portland,… Read More

Lili’s Appearance on CNN Money – Money Saving Tax Tips

Lili's Money Saving Year End Tax Tips

By: Lili Vasileff, CFP(r), CDFA(tm)
1. You CANNOT file married for the year if you are officially divorced as of 12/31/2012.
2. You and your ex-spouse MUST agree on who claims which deductions and which children as dependency exemptions.
3. If you receive alimony… Read More

The New Age of Divorce Financial Planning

Divorce is a time of great emotion, transition, and planning.  Your client may be the initiator of the divorce or the party who is on the receiving end of notice - but either way, the financial union is soon to be over, and your client will need expert financial guidance.  Most likely, you will need to provide advice, either… Read More

Secrets and Lies

Marital secrets, forged signatures and warring spouses - molehills, not Madoff, plague most financial advisors.

By Janice Fioravante
July 1, 2012
Financial planners are still trying to live down Bernie Madoff's mayhem. FINRA may be named to regulate investment advisors. Most wealth managers, though, aren't wrestling with Ponzi schemes or additional scrutiny. Advisors' burdens often center… Read More

Financial Planning Empowers Divorcees: Interview

Financial planning in preparation for divorce can be an overwhelming and intimidating process. Lili Vasileff, CFP, president of the Connecticut-based Divorce & Money Matters and president of the Association of Divorce Financial Planners, is a pioneer in an industry that she believed was not addressing perhaps the most intimidating question facing women going through a divorce: “What do… Read More

Advisors Name Favorite Actively Managed Mutual Funds

April 24, 2012   By Karen DeMasters   Each financial advisor who manages mutual funds for his clients has a  favorite or two that fulfills a specific goal in their clients'  portfolios. Financial Advisormagazine recently asked several advisors to reveal their favorites. The advisors, who report they are satisfied with the expenses compared to the returns, have been using some of the… Read More

Finances and the newly single

Original Article on https://retirementplans.vanguard.com/VGApp/pe/pubnews/DivorcedWomen.jsf The divorce proceedings may be over and the papers signed. But for many, divorce brings a new challenge: Figuring out how to handle the financial decisions—on everything from budgeting to investing—that may have been handled before by their spouse.

What steps should the newly divorced take to get a grip on their new financial situation? To find out… Read More

New York City’s First Divorce Expo: 3 Ways to “Start Over Smart”

Thursday, March 29, 2012 at 12:40 PM

posted by April Daniels Hussar on http://www.self.com/health/blogs/healthyself/2012/03/new-york-citys-first-divorce-e.html

First comes love, then comes marriage, then comes ... well, sometimes the happy ending you had in mind doesn't quite work out.  But that doesn't mean there isn't life after divorce, or that it can't be a step to another, truly happy ending.

This weekend in New York,… Read More

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