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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?   |
Registered Rep.
March 1, 2006
Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce. |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
Financial Advisor
July 2005
Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
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. |
Financial Planning
February 1, 2012
Ingrid Case |
Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
AskMen.com
Michael Estrin |
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand |
BusinessWeek
April 16, 2007
Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
Financial Planning
October 1, 2010
Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
ifeminists
February 8, 2006
Leving & Sacks |
The Rise in 'Gray Divorce': It's Always Hubby's Fault In both the U.S. and Japan, divorce among older couples is on the rise. There are various explanations for the trend but media commentators agree on one thing -- when the husband divorces his wife, it's hubby's fault. When the wife divorces her husband, well, it's hubby's fault too. |
Investment Advisor
January 2008
Lewis Schiff |
Protecting Family Assets Advanced financial planning for divorce and liability issues should result in a plan that works today but is flexible enough that it can't accommodate some possible new family scenarios in five or ten years without requiring major modifications. |
Inc.
June 2007
Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
Financial Advisor
October 2008
Eric Rasmussen |
Rending Fences For more than 20 years, advisor Kathleen Miller has been helping women (and men) from riven marriages figure out a rational way to put their financial houses back in order. |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Investment Advisor
May 2010
Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
AskMen.com
Nick Kennedy |
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck |
Financial Planning
September 1, 2011
Miriam Rozen |
Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically. |
Financial Advisor
June 2006
Marla Brill |
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best. |
AskMen.com
Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
Financial Advisor
January 2004
Charles Stroller |
Advisor Sees Divorce Mediation Boom Dan Taylor says his new program will shake up the financial services industry. His Divorce Mediation Program grew out of his "desire to escape the stifling regulation and increased commoditization of the financial services industry." |
Financial Advisor
January 2008
Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
AskMen.com
October 15, 2000
Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
Registered Rep.
September 22, 2010
Kevin McKinley |
Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement. |
Financial Advisor
September 2011
Maureen Nevin Duffy |
Uncoupling Increasingly, women are the ones paying alimony after couples call it quits. |
U.S. Banker
June 2008
Karen Krebsbach |
Following a Vow of `I Do' With `OK, Now Sign Here' A recent poll shows that 49 percent of divorce-attorney members cited an increase in postnuptial agreements in the past five years. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
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? |
On Wall Street
November 1, 2011
Darlys S. Harmon-Vaught |
When "I Do" Becomes "I'm Done" A client needs a financial advisor well versed in the division of marital assets, its tax implications and state laws. Such an advisor can help one side of a divorcing couple make the best of a tough and life-changing situation. |
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. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
ifeminists
September 29, 2009
Wendy McElroy |
Permanent alimony is slavery How the family court system is financially destroying men and women who marry unwisely and, then, are forced to pay for that mistake for the rest of their lives |
Financial Advisor
June 2011
Evan Simonoff |
How Different Are We Really? Editor's Note: Anyone who thinks that the recession didn't expose the financial vulnerabilities and insecurities of men as much as women is living on Neptune, not Mars or Venus. |
Registered Rep.
January 1, 2003
Steve Gresham |
Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each. |
Registered Rep.
April 2, 2014
Anne Field |
Suddenly Single Suddenly single clients can turn into a goldmine or a landmine for advisors, depending on how you handle the situation. |
Financial Advisor
November 2009
David Lawrence |
Different Light Two recent conferences look at economic pressures on advisors, but from different perspectives. |
On Wall Street
June 1, 2011
Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
The Motley Fool
December 7, 2010 |
Ask June: Military Divorce Entitlements and VA Loan Benefits June Walbert answers reader questions about benefits for divorced spouses. |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
