Similar Articles |
|
Financial Advisor March 2011 Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
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 July 1, 2009 Martin Shenkman |
A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary? |
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. |
Financial Planning September 1, 2005 M. Michael Babikian |
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones. |
The Motley Fool February 6, 2007 Dan Caplinger |
Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared. |
Financial Advisor August 2010 Lori K. Murphy |
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members. |
BusinessWeek May 31, 2004 Toddi Gutner |
Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group. |
Financial Planning September 1, 2011 Ed Slott |
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. |
Financial Planning December 1, 2010 Scott Schutte |
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families. |
Financial Advisor November 2006 Karen DeMasters |
Special Needs, Special Advisor This former small-town mayor and now independent financial planner and president of a successful fee-based money management firm takes time out for folks with special needs. |
The Motley Fool June 13, 2006 Dan Caplinger |
A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives. |
Financial Advisor May 2005 Dorothy Hinchcliff |
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. |
The Motley Fool February 13, 2007 Dan Caplinger |
Let the IRS Pay for Day Care As a parent, it would be nice to find coverage for all of your child care expenses. Still, these tax incentives' savings can repay a significant fraction of day care costs. |
BusinessWeek February 21, 2005 Howard Gleckman |
The New Face Of Medicaid Seniors and the disabled are pushing the program to the breaking point. |
American Family Physician October 15, 2003 |
What to Do When Your Child Refuses to Go to School What is school refusal?... What other problems are children with school refusal likely to have?... What should I do if my child refuses to go to school?... How will I know if my child is really sick?... How is school refusal treated?... etc. |
Registered Rep. May 21, 2013 Alan Lavine |
Avoid Blowing Up a Veteran's Benefits Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits. |
ifeminists June 30, 2004 Leving & Sacks |
New Study Shows Child Support Guidelines in Need of Reform What rationale is there for California's child support guidelines if they serve to harm or drive away one of the two people who most love a child? |
Salon.com October 21, 1999 Dena Bunis |
Uninsured children A new report says there are still too many kids without health coverage. |
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. |
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. |
Investment Advisor September 2009 James J. Green |
Numerology: Kids Ain't Cheap The latest Department of Agriculture child-rearing study reports that a two-parent, middle-income family can expect to spend $221,190 to raise a child born in 2008. |
The Motley Fool July 21, 2007 Elizabeth Brokamp |
Save Big With Dependent Care Benefits Taking advantage of Dependable Care Flexible Spending and Child Care Tax Credits when your children are in preschool can provide big tax savings. |
BusinessWeek May 31, 2004 Toddi Gutner |
Special Needs, Crushing Costs Parents with disabled kids have some options but must also dig deep into their own pockets. |
Registered Rep. September 18, 2013 Kevin McKinley |
Having Money and Getting Medicaid Clients who want to have both their money and Medicaid may want to purchase a specific type of long-term care insurance known as a "partnership" policy, currently available to residents in 31 states. |
Investment Advisor May 2007 Kara P. Stapleton |
Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology. |
Salon.com September 28, 2000 Barb Reinhold |
What's wrong with foreign adoption? It's un-American, selfish, narcissistic and racist, according to my so-called friends... |
Investment Advisor December 2007 Kara P. Stapleton |
Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return. |
ifeminists September 8, 2004 K. C. Wilson |
Child Support Deviation for CP's Tax Benefits You can easily lower your child support significantly at your next legal opportunity by asking for a deviation in consideration of the many tax benefits the custodial parent gets that already cover many child costs. |
AskMen.com Michael Estrin |
Paying Child Support 101 Though the laws vary from state to state and each case is different, it's important to know a few things about the general process so you can protect yourself. |
Financial Advisor April 2005 Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
The Motley Fool April 11, 2007 Dan Caplinger |
Should You Work or Stay at Home? For some families, having a stay-at-home parent is the best financial choice. |
The Motley Fool January 16, 2007 Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. |
ifeminists September 1, 2004 K. C. Wilson |
Child Support: Income Shares, Part II We've had decades of governments gathering actual family costs, and other areas of economics studying family spending. None has been applied. |
The Motley Fool September 10, 2010 Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
American Family Physician July 15, 2005 |
What to Do If Your Child Swallows Something A hand-out for parents and caregivers of young children offering advice for this safety concern. |
Financial Advisor October 2010 Gail Lieberman |
Immediate Gratification Immediate annuities can help clients get government benefits they might otherwise price out of. |
American Family Physician October 1, 2005 |
Nightmares and Night Terrors in Children A guide to nightmares, night terrors; why they happen and what to do when they occur. |
Financial Planning February 1, 2005 DeFrancesco & Flory |
The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home. |
American Family Physician October 1, 2005 |
Sleepwalking in Children A patient guide to this phenomenon, why it occurs and what a care-giver should do when it happens. |
The Motley Fool August 18, 2007 Elizabeth Brokamp |
The Best First Credit Card When the time comes for your child to have his or her first credit card, it's time for you to teach them to treat it with a healthy respect, and to beat the credit card companies at their own game by paying off the balance in full each month. |
The Motley Fool June 23, 2006 Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
Financial Planning February 1, 2012 Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
The Motley Fool October 2, 2006 |
What to Save for College Though it's better to start early, it's probably not too late to begin saving. |
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. |
ifeminists December 21, 2005 Leving & Sacks |
Federal Child Support Enforcement Cuts Will Hurt Bureaucrats, not Children For too long American child support policies have been determined by politics instead of common sense; the mantra of "help women and children" has allowed large-scale abuses and waste to go unchallenged. |
ifeminists July 8, 2007 Stephen Baskerville |
Welfare and the "Road to Serfdom" As conservatives congratulate themselves on ten years of welfare reform, they need to start looking at the larger picture and all that was left undone. |
The Motley Fool February 16, 2007 Mary Dalrymple |
Debt and Kids These Days ... Tread carefully when considering whether to offer financial help to an adult child. |
ifeminists January 17, 2007 Leving & Sacks |
When Beating up on 'Deadbeat Dads' is Unfair By federal law, child support orders cannot be retroactively modified, no matter how mistaken, misguided or ridiculous. Even men who fell behind on their child support because they had heart attacks, broken legs or cancer cannot have their arrearages eliminated. |
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. |