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Investment Advisor May 2010 Angela Herbers	Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff.
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?
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.
Financial Advisor July 2007 Dave J. Drucker	The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate?
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Job Journal February 10, 2008 Marty Nemko	Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options.
Investment Advisor February 1, 2011 Angie Herbers	The Why Factor: Explaining the Revenue-Employee Motivation Link What makes a tremendous difference in employees' future performance and contribution to an advisory firm is making sure they really want the job.
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
Investment Advisor August 2008 Angela Herbers	Hop Off the Bus, Gus The number one problem faced by most advisory firms these days is employee turnover, resulting from poor hiring and poor management.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
Entrepreneur January 2010	Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster.
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.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
Investment Advisor March 1, 2011 Angie Herbers	A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.
Investment Advisor May 2009 Angela Herbers	The Fast Track: Coming of Age Independent financial advice is a unique field in the fact that workload tends to go up just when cash flow goes down.
Inc. June 2007 Daniel Akst	Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully.
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.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Investment Advisor January 2010 Angela Herbers	The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
Investment Advisor December 2007 Lewis Schiff	Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
The Motley Fool June 16, 2006 Dan Caplinger	Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
Financial Advisor March 2012 Barbara Potter	Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage.
Investment Advisor March 2010 Angela Herbers	The Fast Track: Blue Chips Overly corporate firms aren't keeping young advisors happy.
Financial Planning May 1, 2005 Ed Slott	A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse.
Investment Advisor April 2008 Angela Herbers	Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare.
Investment Advisor July 2010 Angela Herbers	The Fast Track: Taking It Personally It's a lot easier to put in the long hours if you only hire people that you really like.
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.
Financial Planning September 1, 2009 Hamburger & Walter	The Missing Piece Succession issues arise with every business, but they're more personal and are subject to more emotions in an entrepreneurial, closely held, professional services firm.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.
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.
Investment Advisor September 2008 Mark Tibergien	The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high?
Financial Planning September 1, 2011 Bogan & Doss	Instinct or Intention? You need to hire, train and manage team members, both advisors and staff, to drive a firm's success and profitability.
Financial Planning March 1, 2011 Roger Verboon	Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice.
Financial Planning July 1, 2012 Janice Fioravante	Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients.
Investment Advisor November 2009 Angela Herbers	Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.
The Motley Fool October 19, 2010 Kate Kashman	Don't Miss Out on Unemployment Military Benefits Don't get confused by state rules for unemployment benefits.
Financial Advisor February 2012	Honey, I Forgot To Pay The Taxes Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation or couldn't stop it.
Investment Advisor June 2006 Marlene Y. Satter	Insurance Update: Back to Basics New products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight of the basic purposes of products that can benefit their clients, even in a changing financial environment.
Financial Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
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 Planning May 1, 2012 Peggy Tracy	Finding Fraud To uncover intentional - and increasingly sophisticated - deceits, planners need to know about forensic accounting, financial planning, tax law and criminology.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
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.
Entrepreneur August 2007 Nichole L. Torres	In the Army Now Running your own business can provide the flexibility, income and work-life balance that you crave. And it's exactly that flexibility that makes entrepreneurship a great match for the frequently transferred military spouse.