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The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages. |
The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning. |
The Motley Fool January 18, 2007 Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. |
The Motley Fool January 18, 2007 Dan Caplinger |
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. |
Inc. October 2004 Michael S. Hopkins |
How To Work (If You Must) With Your Spouse The challenges of working with a spouse are many. Here's how entrepreneurial couples can overcome them. |
Health March 2008 Lynnette Khalfani-Cox |
Q&A: Get Healthy About Money How to end bottom-line battles, build up college savings, and more. |
Registered Rep. February 16, 2012 Matt Oechsli |
Improving Communication Within a Team Invest the time and resources to have every full-time member of your team assessed and then work to help everyone use this information so they recognize their personal style. |
The Motley Fool May 18, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here! |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future. |
Salon.com January 21, 2000 Shelley Emling |
A new year and a new spouse Forget losing weight. For 2000, a vast number of British couples resolved to lose something else... |
Entrepreneur January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
The Motley Fool January 9, 2007 Dan Caplinger |
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. |
On Wall Street February 1, 2012 Denise Federer |
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. |
The Motley Fool April 9, 2007 Mary Dalrymple |
When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports. |
The Motley Fool March 13, 2007 Dan Caplinger |
3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc. |
The Motley Fool February 16, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here! |
The Motley Fool June 29, 2007 Elizabeth Brokamp |
Cool-Down: How to Stay in Financial Shape Your efforts to improve your communications around money won't just have a good effect on your bottom line; they're likely to improve the overall health of your marriage. |
Registered Rep. November 1, 2004 Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. |
Registered Rep. April 12, 2012 Boswell & Nichols |
Advisor-Client Communications Agreements We've found that affluent clients leave advisors far more frequently for poor service than for poor financial advice. |
Investment Advisor March 2009 Olivia Mellan |
Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this. |
Financial Advisor September 2010 Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
Inc. June 2007 Daniel Akst |
Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully. |
BusinessWeek October 20, 2003 Alexandra Starr |
Commentary: Washington's $1 Billion Lecture To The Poor Why a "pro-marriage" bill isn't likely to help much |
Financial Advisor April 2007 Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
Financial Advisor February 2004 Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
Investment Advisor February 2007 Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
The Motley Fool October 25, 2006 Dan Caplinger |
Save Your Marriage! Don't let your marriage be a casualty of money worries. |
Reason March 2004 Cathy Young |
Opening Marriage Do same-sex unions pave the way for polygamy? |
Financial Planning June 1, 2007 Elizabeth O'Brien |
White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor. |
The Motley Fool June 28, 2007 Rich Duprey |
Avoid Costly Marriage Mistakes Don't become a statistic -- family finances are the issue which causes most marriage breakups. |
Entrepreneur October 2005 Nichole L. Torres |
For Better or Worse Look no further for a business partner. You may already have a perfect match - your spouse. |
The Motley Fool June 14, 2006 Dan Caplinger |
Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues. |
Registered Rep. July 11, 2014 Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. |
Entrepreneur June 2003 Paul & Sarah Edwards |
Under Pressure Will your marriage survive both of you working at home? Yes, if you work on your communication skills, too. |
Entrepreneur July 2004 Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. |
Entrepreneur August 2003 Jane Easter Bahls |
Hand in Hand If you negotiate well, joining forces with a big firm can be the smart way to get your new product to market. |
CFO March 1, 2004 Kate O'Sullivan |
Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples. |
Financial Advisor July 2007 Dave J. Drucker |
The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate? |
Job Journal February 10, 2008 Cheryl Walker |
Communication Skills Speak Volumes As our reliance on high-tech gadgets intensifies, communication skills get weaker. Here are a few basics to improve your person-to-person communications at work. |
Financial Planning August 1, 2013 Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
The Motley Fool June 16, 2006 Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
Financial Advisor March 2012 Barbara Potter |
Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage. |
Financial Planning June 1, 2007 Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
The Motley Fool February 15, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: For Love or Money Do money issues with your honey have you hot and bothered? Get your financial relationship questions answered here! |
Financial Advisor May 2007 David Lawrence |
Walk The Line Typically, the financial advisor who runs his/her own practice wears a number of hats. Given that challenge, it might be prudent to consider more efficient ways of carrying out the various roles demanded of the financial advisor. |
Investment Advisor June 2007 Olivia Mellan |
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. |
Job Journal November 6, 2011 Deborah Brown-Volkman |
Communication is Key to a Great Career Everyone communicates in different ways, but some people are much better at getting their points across effectively. Here's how you can be one of them. |
Chemistry World October 22, 2013 Andy Roast |
Science communication: a practical guide for scientists This book by Bowater and Yeoman begins with the emergence and importance of science communication, providing many good reasons for engaging the public with scientific research. |
Investment Advisor April 2009 Olivia Mellan |
The Psychology of Advice: High Anxiety If your heart beats faster when you check the market update, or your throat dries up when you prepare to tell clients about their portfolio, you have what we could call money anxiety. There's a lot of it going around these days. |