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ifeminists
September 8, 2004
Wendy McElroy |
Grandparents Can't Trump Parental Rights As the definition of family has changed, the role of grandparents has shifted with it. Sometimes grandparents are excluded from children's lives, as frequently occurs in contested divorces.   |
Financial Planning
July 1, 2013
Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. |
Registered Rep.
March 1, 2005
Mark Feffer |
The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
Financial Advisor
January 2006
Karen DeMasters |
Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client. |
Financial Advisor
October 2011
Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Financial Advisor
August 2010
Lori K. Murphy |
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members. |
Financial Advisor
June 2004
Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. |
AskMen.com
Michael Estrin |
Paying Child Support 101 Though the laws vary from state to state and each case is different, it's important to know a few things about the general process so you can protect yourself. |
Financial Planning
August 1, 2009
Karen Lee |
A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success. |
Salon.com
October 4, 2000
Jennifer Foote Sweeney |
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... |
Financial Advisor
October 2012
Michael J. McDermott |
Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed. |
Financial Advisor
April 2005
Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
Financial Planning
September 1, 2012
Ann Marsh |
529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution. |
ifeminists
November 10, 2004 |
Letter: Grandparent Visitation Statutes Parents who oppose the grandparent visitation statues do not oppose grandparent visitation. They are simply against the "forced visitation" laws that are devastating to children and parents. |
Registered Rep.
January 1, 2005
Anne Field |
Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing. |
Financial Planning
May 1, 2012
Mason Braswell |
Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously. |
Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience? |
Financial Planning
December 1, 2010
Scott Schutte |
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families. |
Registered Rep.
July 1, 2004
Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
On Wall Street
October 1, 2011
Michelle Lodge |
Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
Financial Advisor
July 2006
Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
Investment Advisor
January 2008
Olivia Mellan |
Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Investment Advisor
August 2007
Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
Investment Advisor
October 2007
Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
Investment Advisor
August 2010
Marlene Y. Satter |
College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study |
Financial Planning
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
The Family Room
Dawn Seewer |
Long Distance Grandparents Having children is an exciting family event not only for mom and dad but also for grandparents. Unfortunately in this day and age many families live thousands of miles away from each other and only get to see their grandchildren every once in a great while... |
BusinessWeek
May 31, 2004
Toddi Gutner |
Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group. |
Registered Rep.
April 1, 2005
Kevin McKinley |
Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors. |
Psychology Today
May/Jun 2007
Mark Teich |
House Divided: Hate Thy Father In an era of bitter divorce battles, parents often use children as hammers to bash each other, manipulating not only the legal system but also their children's affections. Can a broken parent-child bond be restored? |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
Financial Planning
July 1, 2010
Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
Financial Advisor
September 2012
Ben Mattlin |
Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in. |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
ifeminists
August 25, 2004
K. C. Wilson |
Child Support: Income Shares, Part I While assuming a divorce never happened as far as the children are concerned would make an excellent premise for custody arrangements, it is unsustainable for financial ones. |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs. |
Investment Advisor
June 2009
Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
Reason
November 2002
Cathy Young |
Dad Blood If DNA tests prove that you're not your children's father, do you still owe child support? |
