Similar Articles |
|
Financial Planning October 1, 2009 Scott Schutte |
Generational Transfer As an advisor, you're in a wonderful position not only to assist clients, but also to provide guidance to their offspring who are starting their own financial lives. |
U.S. Banker February 2007 Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
AskMen.com August 25, 2015 Ryan McKee |
Money Lessons For Children Many parents leave their kids out of the conversation when it comes to financial matters. |
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. |
The Motley Fool May 26, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Teach Your Children Mrs. Riches offers tips for raising un-bratty, money-savvy children. |
The Motley Fool July 13, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Raising Brats You don't have to be rich to spoil your kids rotten. Teach children the value of money. |
The Family Room Marty W. Stewart |
Five Secrets for Parents to Help Encourage Responsible Use of the Internet As technology progresses and children find even more need to use the Internet, parents must develop clear-cut and consistent rules while children are online. |
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. 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. |
The Motley Fool January 3, 2007 Selena Maranjian |
A Smarter, Richer Next Generation Financial literacy classes are not enough. Let your kids learn from you, too, as you invest. Share your successes and more importantly, your blunders. |
The Motley Fool September 9, 2006 Elizabeth Brokamp |
Give Your Kids Money Sense: Preschool & Elementary Parents, rejoice that it's back-to-school season, but remember that some lessons still start in the home. Managing money wisely is one of them. |
Registered Rep. February 28, 2007 Kristen French |
Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids. |
The Motley Fool June 18, 2004 Dayana Yochim |
The Terrible Teens While your kids are still living under your roof, have "The Talk" -- the money talk, that is. Here are some tips on preparing your teen for the real world. |
Registered Rep. April 1, 2007 Kevin McKinley |
Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow. |
The Family Room Ann Douglas |
Raising Smart Consumers Parents need to recognize that they have a responsibility to teach their children to become wise consumers... |
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. |
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. |
The Motley Fool January 21, 2011 Robyn Gearey |
Give Your Kid Some Credit Kids are never too young to learn how to save and spend -- smartly. |
Financial Advisor December 2004 Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
Registered Rep. June 17, 2013 Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
Investment Advisor January 2006 Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
Investment Advisor October 2006 Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
The Family Room December 2000 Teresa Higginbotham |
Give Your Children the Gift of Thrift Here are a few ways to teach your children about money... |
Investment Advisor May 2010 Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
T.H.E. Journal April 2002 Mark Nixon |
How the Web Keeps Parents 'In the Know' As teachers and parents work together to assist students in their studies, the Web has emerged as a highly effective and informative communication tool to meet the needs of today's busy teachers and parents... |
The Motley Fool October 26, 2004 Dayana Yochim |
Flashbacks and Financial Lessons The defining lessons in money management are often based on childhood memories. |
AskMen.com Ross Bonander |
Fatherhood Guide: Discipline This article addresses the fine line of disciplining your child. Discipline relates to children of all ages, but the following article will be most helpful to fathers of children under the age of 10. |
CFO February 1, 2007 Chuck Jaffe |
The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them. |
The Motley Fool December 7, 2007 Mary Dalrymple |
Holiday Cash and Kids Making money gifts into learning tools. Teach your children to share, save and spend. |
The Family Room Mia Cronan |
Hey, Who's the Boss, Here? We've all been in situations with our children when, out in public, we just want to crawl into a big hole in the ground, never to be seen again, right? |
Salon.com September 6, 2000 Theresa Heim |
Cramming for kindergarten I tutor 3-year-olds to crush the competition. |
The Family Room Elizabeth Pantley |
To Spank or Not to Spank? We tend to parent the way we were parented. Somewhere along the line parents need to stop the pattern. They need to evaluate their child-rearing methods, especially checking for those destructive practices that they may be following simply out of habit... |
AskMen.com Ross Bonander |
Fatherhood Guide: Setting An Example The following presents some tips on how to set an example for your child. While much of this piece pertains to young children under the age of 8 or so, the issue itself is germane to kids of all ages. |
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 January 26, 2001 Amy Benfer |
A game called suicide Teacher and author Jane Katch talks about the value -- and necessity -- of violent play... |
ifeminists May 4, 2005 Tony Zizza |
Why Parents Should Have High Expectations Of Their Children In a world where children have low expectations and low frustration levels, even the smallest completion of a chore or task seems to call for big rewards. This doesn't do anybody any good. |
Financial Advisor March 2011 Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
ifeminists April 21, 2004 Tony Zizza |
"Discipline, No Television, No Kidding" Today, children have a better relationship with their "own" television than with their parents and peers. |
Salon.com March 25, 2002 Amy Benfer |
The lost language of fat Hectored by experts and afraid of hurting their kids' self-esteem, parents of overweight children remain silent -- as the nation faces a youthful obesity crisis... |
The Motley Fool January 26, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Money Pressure From the Kids Do your kids needle you to buy? Here is how to deal with the nag factor. Get your financial relationship questions answered here! |
BusinessWeek January 29, 2007 |
Philanthropy: Get 'Em Started Early PNC's Bruce Bickel explains how to teach your kids money management and charitable giving. |
BusinessWeek November 3, 2003 Susan Garland |
Mom And Dad, I'm Home -- Again As more twentysomethings move back in, parents need to set clear expectations. |
BusinessWeek January 9, 2006 Catherine Arnst |
Helping Your Kid Slim Down How parents can change behavior that can foster obesity - and its long-term damage. |
T.H.E. Journal September 2000 |
FYI - K12Planet.com All parents registered with Chancery Software's K12Planet.com school to home community portal will have the ability to order basic back to school supplies through the site's new pilot store. |
Fast Company Evie Nagy |
Tiger Moms, Take Note: How Science Can Make You A Better Parent Fast Company spoke with New York University sociologist Dalton Conley about the principles in his new book on parentology, the importance of improvisation, and what parents can do to learn how to not freak out. |
Real Travel Adventures April 2010 Estela Chavez-Valdivia |
The Great Piggy Bank Adventure When it comes to teaching kids about finances, The Great Piggy Bank Adventure at Epcot will capture their attention. |
The Motley Fool December 2, 2005 Dayana Yochim |
Spill Your Money Guts It's possible that some day, money won't be a conversational third rail. In the meantime, try a little bit of financial openness with close friends and family. See what you learn when you're open about money issues. |
BusinessWeek October 31, 2005 Anne Tergesen |
Three Generations, One Roof There are increasing numbers of three-generation households. Here's how to make it work. |
AskMen.com Steven Shaw |
How To: Be A Godfather A look at some of the most important duties to help you learn how to be a godfather. |
The Motley Fool October 9, 2009 Dayana Yochim |
It's OK to Talk About Loved Ones' Finances Steering clear of money topics is much worse than ignoring them. |