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Financial Planning January 1, 2005 Jennifer A. Liptow	Bookshelf Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, by Mark H. Kaizerman helps to organize the important documents future beneficiaries may need.
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The Motley Fool August 3, 2007 Rich Duprey	7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family.
CIO June 15, 2001 Eric Berkman	Self-Serve Law Websites that help people draft simple legal documents when they don't want to pay an attorney.
Financial Advisor May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
Financial Planning August 1, 2006 Deborah Levenson	Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind.
The Motley Fool October 24, 2007 Mary Dalrymple	3 Steps to Safety in Disaster If you haven't taken the necessary steps to financially prepare yourself for an emergency, you've eliminated any choice you have.
CRM December 23, 2011 Peter Mollins	Staying in Control: Managing Sales and Marketing Documents Document management tools allow teams to access, store, and collaborate content from the public or private cloud.
The Motley Fool May 28, 2008 Dayana Yochim	Money and Mr. Right Now These are some key nuts-and-bolts moves that will smooth the transition into a second marriage for people who have merged their money with another's in the past. This is important, whether it's your first or fifth time saying "I do."
The Motley Fool January 26, 2004	Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now.
Financial Planning March 1, 2008 Tignanelli et al.	Document Storage Planning firms that want to implement information planning for their clients must create a secure storage center within the firm, so documents can be readily accessed by both the firm and the client.
The Motley Fool January 16, 2009 Dayana Yochim	What Records Can You Really Throw Away? Stashes of old, paid bills, expired life insurance policies, receipts for broken gadgets, and canceled checks for haircuts you got in college -- sound like your filing system? Here's a rundown of what to toss and what to treasure -- and for how long.
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
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The Motley Fool March 8, 2004 Dayana Yochim	Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married.
The Motley Fool February 5, 2008 Dayana Yochim	5 Steps to Taming Financial Clutter There's a simple system to organizing those piles of financial paperwork, and it doesn't involve a bonfire. Read on for five simple steps you can take.
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Financial Planning May 1, 2005 Joshua Weinberger	5 Questions An estate planning expert talks about living wills.
Information Today March 3, 2008	Hot Neuron Introduces Document Clustering Software Hot Neuron announced the release of version 1.0 of its Clustify document clustering software, aimed at helping corporations and law firms explore, organize, and tag large document sets.
The Motley Fool April 6, 2004 Robert Brokamp	Be Prepared for an Emergency It takes much more than insurance to protect your family from disaster. Here are some tips to consider when planning for a disaster.
The Motley Fool January 21, 2005 Dayana Yochim	Dump Trash-Worthy Documents Is that pile of receipts, statements, and stubs a fire hazard? Clear a path to your filing cabinet today.
Financial Planning May 1, 2007 Nancy Lininger	Compliance Tips For financial planners, these tips can help you efficiently balance your compliance obligations to regulators, clients and your operations.
Financial Planning April 1, 2010 Martin Shenkman	Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you.
AskMen.com November 29, 2000 Justin Becker	How To: Organize Your Life By being organized, you'll not only be managing things, you'll end up on top of them by becoming more productive...
AskMen.com Dan Carter	How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business.
AskMen.com Michael Estrin	How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it.
The Motley Fool November 2, 2004 Dayana Yochim	Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire.
The Motley Fool April 8, 2010 Dayana Yochim	What Would You Grab If Your House Were on Fire? Preparation is the best defense against personal and financial disaster. Here's your emergency plan.
The Motley Fool June 18, 2007 Elizabeth Brokamp	Are Your Files Safe If Disaster Strikes? Preparing our paper-filled lives for emergencies isn't exactly something we all look forward to doing, but it's necessary. Make your preparations easy as pie by digitizing as you go.
Information Today February 8, 2010	OpenThesis.org Launches A new web property called OpenThesis has been launched. It exposes theses and dissertations, making them highly accessible, useful, and shareable-at absolutely no cost.
T.H.E. Journal December 2001 Jim Fulmer	Word Workshop for Teachers Word Workshop for Teachers by Janet Caughlin is a how-to book written by a teacher for teachers. Educators wishing to make more use of technology in their classrooms will find this book, on the popular and versatile word processing program, extremely useful...
PC Magazine September 5, 2008 Neil J. Rubenking	Open Objects in Windows Explorer Here's a way to create shortcuts the way you want them.
Financial Advisor September 2007 Joel Bruckenstein	File Trials Today's regulatory, legal and security environments demand a more robust document management solution and financial advisors who downplay these issues may find themselves doing so at their own risk.
Financial Planning April 1, 2007 Marshall Eckblad	5 Questions An interview with technology coach Kip Gregory about how financial advisors can keep track of the new ideas they learn at conferences.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
The Motley Fool October 10, 2006 Dayana Yochim	Money and Mr. Right Now First comes love. Then comes marriage. Then comes divorce and the blush of a new love. Then comes marriage again, and the host of financial issues that come with it. Here are four tips for untangling the finances of the previously entangled.
InternetNews December 7, 2009	Bankruptcy Data Goes Public in HSBC Goof Gaffe in scanning documents exposes customers' data.
Investment Advisor February 1, 2011 Dan Skiles	Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm.
The Motley Fool April 8, 2005 Selena Maranjian	10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.).
PC World October 2001 Scott Dunn	Windows Tips: A Better Start for Your Documents Menu Make the Documents menu display the file and folder shortcuts you want to see, use Windows' built-in glossary, optimize Windows' performance...
PC Magazine August 19, 2003 Christina Wood	Where There's a Will... If you could complete a will before you finish your coffee, for less than dinner cost last night, would you do it? It's easy, once you decide which software or Web site to use.
Financial Advisor April 2010 Joni Youngwirth	Be Prepared What to consider when thinking of selling your practice.
Inc. April 2009	Taxes: Share Documents for Free With Pixily Don't force your accountant to sift through a pile of paper receipts. Pixily is a new service that lets you store and share documents online.
Information Today March 3, 2015	Adam Matthew Grants Free Access to American History Documents Adam Matthew made part of its The History of America in 50 Documents collection free until March 31, 2015.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
Information Today April 15, 2013	ProQuest Launches RefWorks Flow Flow was created to provide a better solution for the changing workflow of researchers, who are increasingly working in team environments and want seamless access to full-text documents, rather than citations alone.
Financial Planning November 1, 2009 Martin M. Shenkman	Are Clients Aware? Planners should capitalize on the buzz of Estate Planning Awareness Week by reaching out to clients.