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Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
Financial Planning March 1, 2005 Janet Aschkenasy	The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age.
BusinessWeek December 3, 2009 Chris Farrell	Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families.
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.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.
Financial Planning September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.
Registered Rep. September 21, 2010 Alan Lavine	Empty Nesters May Still Need To Purchase Life Should your empty nester clients get life insurance? Perhaps -- if they have a lot of personal and/or business liabilities or concerns about estate taxes.
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.
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.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
Registered Rep. February 24, 2011 Kevin McKinley	Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents.
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 October 1, 2009 Susan B. Weiner	Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need.
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
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.
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.
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.
Registered Rep. October 1, 2002 Ruth Halcomb	Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue.
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.
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.
Financial Planning July 1, 2011 Ed Slott	Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
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.
Financial Planning January 1, 2009 Deborah Fox	Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets.
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.
Fast Company April 2000 Tony Schwartz	Life/Work "Full-time dads often struggle with respect -- getting it from others and having it for themselves."
Investment Advisor September 2006 Vicky Schroebel	The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs.
The Motley Fool October 13, 2010 Dan Caplinger	Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them.
BusinessWeek October 20, 2003 Michelle Conlin	Unmarried America Say good-bye to the traditional family. Here's how the new demographics will change business and society.
Financial Advisor October 2005 Jeffrey Rattiner	Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective.
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.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
Registered Rep. May 14, 2015 Mark Miller	Using Debt in Retirement Tom Anderson, a wealth manager at Morgan Stanley, is the author of The Value of Debt in Retirement (Wiley) and challenges the conventional wisdom that the best retirement plans shed as much debt as possible.
On Wall Street October 1, 2012 Elizabeth Wine	Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.
Financial Planning June 1, 2006 Norman A. Dawidowicz	The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs.
The Motley Fool August 23, 2006 Dan Caplinger	How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
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.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Financial Planning September 1, 2007 Barbara H. Cane	The Uncertainty Principle How do you advise your clients on estate planning when the rules are constantly changing?
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Planning October 1, 2005 Donald Jay Korn	Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes.
Financial Advisor November 2004 Alan Lavine	Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s.
Registered Rep. July 1, 2006 Kevin McKinley	Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance...
Investment Advisor December 2007 Lewis Schiff	Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.