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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. mark for My Articles similar articles
Financial Advisor
March 2011
Jerilyn Klein Bier
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2009
Kara P. Stapleton
Group Think News about the FPA, American College, CFP Board, and IMCA. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
ifeminists
April 21, 2004
K. C. Wilson
Replace "Best Interest of the Child" with "Protect and Support the Child's Family" Author cites critical flaws in family legal policy, and a need to move to a more "whole family" approach. mark for My Articles similar articles
Financial Advisor
January 2007
Marla Brill
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. mark for My Articles similar articles
Registered Rep.
June 1, 2004
Allen Plummer
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. mark for My Articles similar articles
Registered Rep.
May 1, 2004
John Churchill
Helping Advisors Cope with Aging, (Their Clients) Reps now have another designation to pin to their names. The American College of Bryn Mawr, PA has unveiled its newest specializaion: Chartered Advisor for Senior Living (CASL). mark for My Articles similar articles
Financial Advisor
June 2012
Jeff Schlegel
The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
ifeminists
June 22, 2005
Tony Zizza
18: A Spoiled Child Never Loves Its Mother Hold your 18 year-old (child) accountable for their actions even if by law in some areas they're legally an adult. There is no expiration date to parenthood and wanting to see your children evolve into good human beings. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Mark Feffer
The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Gresham & Gresham
Caregiver for Life? The increased longevity of both special needs children and their parents force a level of planning unknown to past generations. Your assistance is invaluable and will become known across a network of families. mark for My Articles similar articles
ifeminists
November 10, 2004
Letter: Grandparent Visitation Statutes Parents who oppose the grandparent visitation statues do not oppose grandparent visitation. They are simply against the "forced visitation" laws that are devastating to children and parents. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
August 1, 2006
Donald Jay Korn
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor. mark for My Articles similar articles
Financial Advisor
September 2007
Bruce W. Fraser
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. mark for My Articles similar articles
Financial Advisor
October 2011
Ben Mattlin
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. mark for My Articles similar articles
Registered Rep.
July 1, 2004
Kevin McKinley
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. mark for My Articles similar articles
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. mark for My Articles similar articles
PC Magazine
September 2, 2003
Jay Munro
Keep Tabs on Kids with Real-Time Monitor Knowing what your kids are up to online is crucial. Actiontec's Kid Defender offers a unique live view of your child's Web activities unavailable in other monitoring and filtering products we've seen. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Salon.com
July 18, 2001
Lawrence H. Diller
Defusing the explosive child Prescribing drugs, not discipline, will only escalate conflict, lead to more difficult kids and weaken our already-lax culture of parenting. mark for My Articles similar articles
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... mark for My Articles similar articles
Salon.com
October 4, 2000
Jennifer Foote Sweeney
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2005
Dorothy Hinchcliff
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. mark for My Articles similar articles
The Family Room
Johann Christoph Arnold
In Praise of Black Sheep There's a black sheep in every flock, and there are few of us who don't know one, or didn't know one as a child. But no matter how natural the phenomenon, being a misfit is never easy... mark for My Articles similar articles
ifeminists
March 2, 2005
Jennifer Roback Morse
The True Cost of False Witness False or frivolous charges of child abuse play havoc with the family court system, and in the lives of many innocent people. At the very least, society needs to impose some penalty for inflicting those kinds of costs on others. mark for My Articles similar articles
ifeminists
June 10, 2003
Barbara Curtis
A Little Extra My son Jonathan has a little extra. A little extra enthusiasm, a little extra innocence, a little extra charm. Oh, and did I mention an extra chromosome? The one on the 21st pair that inspires so much fear in parents-to-be. Down syndrome. mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. mark for My Articles similar articles
Registered Rep.
November 1, 2002
Kevin McKinley
When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only. mark for My Articles similar articles
Registered Rep.
April 22, 2015
Kevin McKinley
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. mark for My Articles similar articles
U.S. Banker
October 2010
Myra H. Strober
Work-Life Balance: Men Want It, Too Workplace policies fail to acknowledge that men share the responsibility of raising children and caring for elderly parents. Companies that address this new reality will attract the best talent. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2007
The Certification Advantage Many different designations have been designed to aid advisors in servicing elderly clients correctly. Read on about three common certifications. mark for My Articles similar articles
Investment Advisor
September 2009
Group Think Association news of interest to the banking, finance, and insurance industry. mark for My Articles similar articles
The Motley Fool
March 2, 2007
Mary Dalrymple
Let Them Eat ... Cash? A California savings proposal highlights the advantages of starting early. If you open a savings account (or maybe even a college savings fund) when your child is born and contribute to it regularly, you can build up a sizable nest egg. Just get started. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Salon.com
March 1, 2001
Jennifer Miller
Dragonfly's demise Another progressive preschool bites the dust, leaving me and other parents livid and bereft... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
July 12, 2004
Howard Gleckman
When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents. mark for My Articles similar articles