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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. |
Financial Advisor March 2011 Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
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. |
Investment Advisor March 2009 Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
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. |
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. |
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. |
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. |
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. |
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). |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
Financial Advisor September 2007 Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Financial Advisor October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
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. |
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. |
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. |
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. |
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. |
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. |
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... |
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... |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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 May 2005 Dorothy Hinchcliff |
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. |
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... |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor September 2009 |
Group Think Association news of interest to the banking, finance, and insurance industry. |
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. |
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. |
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. |
Salon.com March 1, 2001 Jennifer Miller |
Dragonfly's demise Another progressive preschool bites the dust, leaving me and other parents livid and bereft... |
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. |
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. |
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. |