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Special Needs, Special Designation If your clients have special needs children, you might want to consider this in the future   |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
American Journal of Nursing
October 2011
Carol Levine |
Supporting Family Caregivers: The Hospital Nurse's Assessment of Family Caregiver Needs It's important to assess and address a family caregiver's needs, strengths, and limitations. Nurses have the training, skills, and opportunities to carry out these assessments. |
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. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
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
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
Financial Advisor
November 2010
Ben Mattlin |
Compensating Caregivers Advisors discuss how families can provide at-home care for a loved one -- and defuse sibling rivalries that often result. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
The Motley Fool
October 26, 2007
Buz Livingston |
Buy Term, Young Man Don't fall for insurance hype. By taking up so much of a young family's budget, whole life doesn't give most families the balanced financial plan they need. |
Financial Planning
August 1, 2010
Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
Financial Advisor
November 2007
Mitch Anthony |
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. |
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. |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
American Family Physician
December 15, 2000
Susan Mockus Parks & Karen D. Novielli |
A Practical Guide to Caring for Caregivers Patients who provide care to family members or friends with dementia are likely to be in a family physician's practice. The caregiver role can be stressful, and identifying these patients can give the family physician opportunities to help patients cope with the challenges of the role... |
BusinessWeek
July 2, 2009
Lauren Young |
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. |
The Motley Fool
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Dan Caplinger |
Save More, Rich or Poor Think a larger income means larger savings? Think again. It all comes down to spending less than you make. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
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September 10, 2010
Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
Financial Planning
May 1, 2011
Martin Shenkman |
Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
American Journal of Nursing
November 2011 |
Supporting Family Caregivers: Teaching Essential Skills to Family Caregivers Nurses can use 'teachable moments' to help the transition from hospital to home care. |
