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Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on?   |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
Psychology Today
Jul/Aug 2006
Marano & Perina |
Tortured Love Linda Carroll's unorthodox relationship with her famous mother and infamous daughter forced her to reevaluate love, loss and the control we have over the people we most want to protect. |
Fast Company
Evie Nagy |
Tiger Moms, Take Note: How Science Can Make You A Better Parent Fast Company spoke with New York University sociologist Dalton Conley about the principles in his new book on parentology, the importance of improvisation, and what parents can do to learn how to not freak out. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
Salon.com
May 16, 2001
Amy Benfer |
The pregnant pariah I've got news for Gov. Jane Swift, and it probably isn't what she wants to hear... |
AskMen.com
Mr. Mafioso |
Don't Forget Mother's Day Good evening gentlemen. As you all know, Mother's Day is just around the corner. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
Health
May 18, 2009
Hallie Levine Sklar |
Babies After 40: The Hidden Health Risks of Mid-Life Pregnancy The number of women giving birth into their 40s and 50s and beyond is at record highs |
Investment Advisor
February 2007
Olivia Mellan |
Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be. |
BusinessWeek
July 2, 2009
Lauren Young |
Caught Between the Elder Care and Education Money Pits Something's got to give when you're caring for aging parents while paying for your kids' pricey education - and it's often your retirement plans. |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do. |
The Family Room
Ann Douglas |
The Motherhood Club ...When I first told people I was pregnant, people who had disappeared out of my life when they had their own children suddenly reappeared. It was like I had 'joined the club'... |
Investment Advisor
January 2008
Olivia Mellan |
Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
AskMen.com
Michael B. Rubin |
5 Financial Tips For Expecting Parents If you've just received the news that your wife or girlfriend is pregnant, make sure you have a solid financial plan if you hope to make it through the next nine months. |
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. |
Psychology Today
Jul/Aug 2008
Taylor Clark |
Plight of the Little Emperors Coddled from infancy and raised to be academic machines, China's only children expect the world. Now they're buckling under the pressure of their parents' deferred dreams. |
ifeminists
May 31, 2006
Tony Zizza |
Is Not Quitting A Reason Enough To Celebrate? The elimination of standards, the posturing and pandering, and the sick joke that is in fact special education in America, poses a serious threat to young adults functioning properly in the adult world. |
Scientific American
October 2007
David Biello |
The Trouble with Men Deadbeat granddads, life-shortening sons and genetically bullying brothers -- these are just a few effects revealed in biologist Virpi Lummaa's studies of how evolutionary forces shape later generations. |
BusinessWeek
July 2, 2009
Lauren Young |
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. |
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. |
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
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. |
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. |
Fast Company
Claire Zulkey |
Why I Stopped Apologizing For Being A Working Mother Bucking the people-pleasing tendency is easier said than done. So how do working moms avoid feeling like we have to pretend like we're trying to live up to the greeting card? |
Financial Planning
July 1, 2009
Scott Schutte |
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? |
Fast Company
Lydia Dishman |
What Marissa Mayer's Maternity Leave Decision Means For Working Parents At Yahoo If the most powerful person in the company doesn't feel comfortable pausing for a rest after the birth of a child, how are less powerful "Yahooligans" viewed if they choose to take the full 12 weeks they're entitled to? |
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. |
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. |
Registered Rep.
August 20, 2012
Lynn O'Shaughnessy |
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. |
Salon.com
March 29, 2001
Amy Benfer |
Mommy's little monster When good girls grow up to be bad girls, their mothers indulge in maternal hysteria. The lucky moms then get book contracts... |
