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The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what?
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible.
The Motley Fool July 5, 2006 Dan Caplinger	Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
The Motley Fool September 15, 2006 Dan Caplinger	Make Finances a Family Affair Handling your family's finances isn't just another chore. It's a responsibility that has a constant influence on every member of your family. Don't let one person control the purse strings. Get everyone involved.
Registered Rep. February 24, 2011 Kevin McKinley	Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents.
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.
BusinessWeek July 12, 2004 Howard Gleckman	When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.
On Wall Street November 1, 2012 Todd Colbeck	Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients.
On Wall Street November 1, 2012	Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 1 Seniors have a great benefit available to them, but it's tough sorting through it all. We're here to help.
U.S. Banker November 2007 John Adams	Money Management: For Seniors' Families, Financial Peace of Mind Harvest Capital's Elder Care Bill Pay is a new product that offers daily money-management services for senior citizens and their families.
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.
Investment Advisor January 2007 Ken Ziesenheim	The Other Fiduciary Issue Many members of company retirement plan investment committees are not fully aware of the nature of their fiduciary responsibilities.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
CRM February 2011 Leonard Klie	A Gray Area Today's seniors can't be left out of IVR design decisions.
Financial Planning October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors.
Financial Advisor July 2004 Mike Kaselnak	Advisors Should Consider Specializing In Seniors Most successful people in the financial industry specialize. The specialty that has gained exponentially in the last ten years is the Senior Market specialty.
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Entrepreneur March 2005 Mark Henricks	Parent Trap? Keeping mom or dad busy in their retirement years may be a noble reason to hire them, but be sure you know what you're getting into first.
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.
The Motley Fool January 26, 2007 Dan Caplinger	Fall Into the Medigap: Part 3 Medicare supplemental insurance may give you the additional protection you need. By understanding and evaluating your Medigap options, you can manage the financial risk of medical expenses, giving you the confidence that your health needs will be met.
Financial Advisor February 2008 Tracey Longo	When Clients Forget Because the issue of aging investors is becoming more and more important, daily money managers are becoming a new ally to financial advisors.
The Motley Fool December 12, 2006 Dan Caplinger	Don't Fall Into the Doughnut Hole Medicare Part D provides valuable benefits for seniors. However, because the doughnut hole is a gap in coverage by prescription-drug plans, seniors must be prepared to deal with the costs associated with it.
Bank Technology News October 2007 John Adams	Money Management: A New Sense Of Control For Seniors Harvest Capital's Elder Care Bill Pay offers daily money management services for senior citizens and their families.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance.
The Motley Fool October 30, 2009 Brian Orelli	Come On -- They Represent Your Mom! A Republican fight with AARP proves that we're still seeing politics as usual.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
The Motley Fool February 9, 2007 Dan Caplinger	I Love Trusts If you want to make sure your loved ones are protected after you're gone, trusts are the ticket to sleeping better at night.
The Motley Fool August 18, 2006 Dan Caplinger	The Medicare Drug Dilemma: Part 2 What happens when you need to make a change to your Medicare prescription plan? We'll help you figure it out.
The Motley Fool January 25, 2011 Dan Caplinger	You'll Pay More for This Must-Have Protection Long-term care insurance is becoming harder to afford.
BusinessWeek February 21, 2005 Howard Gleckman	The New Face Of Medicaid Seniors and the disabled are pushing the program to the breaking point.
Pharmaceutical Executive December 1, 2005 Anna Banks	Alternative Media: Web-surfing Seniors Has your pharma reached out to the fastest-growing online audience?... Launches... Accounts... Awards... People...
The Motley Fool July 12, 2004 Dayana Yochim	Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding.
The Motley Fool June 23, 2009 Brian Orelli	A Pharma Proposal Homer Simpson Could Love Drug companies have pledged to hand out $80 billion worth of doughnut holes over the next decade to low- and middle-income seniors, complete with a side of good PR.
Entrepreneur May 2008 Tracy Stapp	Help is Here With their unique concept, a couple is helping seniors in more ways than one.
The Motley Fool July 20, 2006 Selena Maranjian	Elderly Face Insurance Scams Some cons aren't so easy to spot. Here are some legitimate-sounding financial pitches seniors need to look out for.
AskMen.com Nick Kennedy	Money Management: Take Control Of Her Finances Follow the money management steps below and take control of her finances without upsetting the couple dynamic.
The Motley Fool December 1, 2006 Dan Caplinger	Moving After Retirement, Part 2 Choosing where to live isn't a simple decision for any retiree. After weighing all the factors, however, you can pick a destination that will let you achieve the dreams you've waited a lifetime to reach.
Investment Advisor June 2006 Melanie Waddell	Retirement Planning: News & Products Baby boomers and seniors -- don't confuse the two... SEC Chairman Christopher Cox is on his own crusade to fight senior fraud... John Hancock introduced a new survivorship universal life insurance policy... etc.
BusinessWeek February 14, 2005 Glenn Hubbard	Social Security: Pick the Best Part of Every Plan The real question should be how to design a Social Security system that builds on the program's success in lifting seniors out of poverty while helping all Americans prepare for retirement. One idea: A guaranteed minimum benefit for low-income seniors.
BusinessWeek July 2, 2009	The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death
BusinessWeek August 12, 2010 Alpeyev & Eki	The iPad Leads Apple to the Elderly Seniors love the ease of use the iPad offers, and they have the money for it.
The Motley Fool October 25, 2006 Dan Caplinger	Save Your Marriage! Don't let your marriage be a casualty of money worries.