Articles & Blog
By: Liz Skinner Published By: Investment News May 12, 2013 The extended rally in stocks has led financial advisers to take steps to prepare portfolios
May 29, 2013
Articles & Blog
The New Realities of Retirement and Divorce
Single boomers now represent close to one-third of all retirees By Lili A. Vasileff, CFP, CDFAMs. Vasileff is a fee-only Certified Financial Planner™ professional, a
March 4, 2013
Articles & Blog
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
January 16, 2013
Articles & Blog
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) QUICK TIPS:1. You CANNOT file married for the year if you are
November 19, 2012
Articles & Blog
Lili Rings the Bell at the New York Stock Exchange
Lili Ringing the Bell at the New York Stock Exchange attending the FT Investment Management Summit
November 12, 2012
Articles & Blog
Divorce and the Special Needs Child
Published in: Domestic Law JournalFamily Law SectionWestern County Bar Association There are few challenges more difficult than going through a divorce while having a
October 15, 2012
Articles & Blog
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
July 30, 2012
Articles & Blog
Marital secrets, forged signatures and warring spouses – molehills, not Madoff, plague most financial advisors.By Janice FioravanteJuly 1, 2012 Financial planners are still trying to
July 30, 2012
Articles & Blog
Interview: Financial Planning Empowers Divorcees
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
July 23, 2012
Articles & Blog
Give Your Practice a Makeover to Attract Women
By Liz Skinner April 8, 2012 6:01 am ET Financial advisory firms that have found success focusing on female clients share a few common marketing
May 14, 2012