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The Motley Fool September 15, 2005 Dayana Yochim	Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies.
The Motley Fool March 8, 2004 Dayana Yochim	Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married.
The Motley Fool October 17, 2006 Mary Dalrymple	Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives.
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.
Financial Advisor November 2012 Karen DeMasters	Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles.
The Motley Fool February 15, 2005 Dayana Yochim	For Richer or Poorer... Again There are certainly a lot of financial advantages to being married. But there can also be many more complexities with your happy new union. Here is sound financial guidance for couples who remarry.
Financial Planning September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
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.
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 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 May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
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.
The Motley Fool February 11, 2004 Robert Brokamp	10 Tips for Covering Your Assets Protect your domestic (and perhaps professional) empire from life's surprises.
The Motley Fool December 13, 2010 Dayana Yochim	Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms.
Registered Rep. July 11, 2014 Mark Miller	Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed.
Financial Planning August 1, 2013 Ingrid Case	Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others.
Financial Planning January 1, 2012 Donald Jay Korn	One and Only Planners have been hearing about and preparing for the baby boom ever since the first 1946er became a client. Yet their single-minded focus on boomers may mean they've missed another demographic trend: the singles surge.
Financial Advisor January 2008 Caren Chesler	With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences.
The Motley Fool January 22, 2010	10 Things You Shouldn't Go Without Do you have these important documents drawn up?
CFO March 1, 2004 Kate O'Sullivan	Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples.
Registered Rep. November 1, 2004 Daniels, Leibell & Prince	Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family.
Registered Rep. February 24, 2015 John Kador	Love and Marriage To better advise married couples, advisors should be informed.
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.
Investment Advisor November 2006	300 Million, and Changing The Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the population is changing, too.
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.
The Motley Fool April 8, 2005 Selena Maranjian	10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.).
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.
Salon.com January 9, 2003 Sheerly Avni	Unwedded bliss One of the founders of the Alternatives to Marriage Project talks about the deep-seated American fear that shacking up will lead to the fall of Western civilization.
Investment Advisor January 2008 Marlene Y. Satter	Not a Single Thing Of course you protect your clients' assets. But do you protect unmarried couples' assets equally?
The Motley Fool May 16, 2006 Selena Maranjian	10 Documents You Shouldn't Live Without Think a will is all you need? Think again: Living will and health-care proxy... Will... Durable power of attorney... Estate plan... etc.
Commercial Investment Real Estate Jan/Feb 2015 Mary Stark-Hood	2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions.
The Motley Fool July 2, 2004 Selena Maranjian	Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to.
BusinessWeek December 3, 2009 Chris Farrell	Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families.
Entrepreneur September 2004 Chris Penttila	Domestic Dispute As employers respond to the marketplace, the debate over benefits for same-sex couples heats up.
The Motley Fool June 9, 2004 Dayana Yochim	Money and Remarriage A list of financial issues that you should tackle when getting married. All this stuff is important whether it's your first or fifth marriage. But it's especially important for couples who have merged their money with another in the past.
Investment Advisor November 2007 Dana Levit	Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever.
The Motley Fool February 17, 2006 Chuck Saletta	Instantly Double Your Money As pensions increasingly crumble, it's up to you to make sure your retirement nest gets well-feathered. Enlist the help of your boss and Uncle Sam to help you build your retirement nest egg.
Entrepreneur August 2007 Mark Henricks	Keep Your Single Staff in Mind Play fair with single employees' benefits if you want them to stick around. Single employees don't usually demand the flexible work schedules that those with families often do, and they don't always appreciate it when married workers get special privileges.
The Motley Fool December 8, 2006 Chuck Saletta	Retire Young Enough to Enjoy It With pension plans falling by the wayside and getting replaced with 401(k)s and IRAs, your retirement is more in your hands than ever before. Focus on what really matters to get back more of your time.
BusinessWeek July 19, 2004 Nanette Byrnes	Comparing Pensions Around the World U.S. businesses do pay the most for employee retirement, but rising costs are now becoming a global phenomenon.
Salon.com January 21, 2000 Shelley Emling	A new year and a new spouse Forget losing weight. For 2000, a vast number of British couples resolved to lose something else...
AskMen.com Nick Kennedy	Financial Mistakes Unmarried Guys Make Let's review the most common mistakes made by men who are unmarried but in a relationship.
AskMen.com Michael Estrin	6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married.
The Motley Fool April 1, 2010 Dayana Yochim	Oops, I Accidentally Cut You Out of My Will It's easy -- too easy -- to make a million-dollar clerical error. How sure are you that your important papers are ironclad?
Registered Rep. April 1, 2005 Kevin McKinley	In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor.
The Motley Fool April 3, 2006 Chuck Saletta	Your Road Map to Financial Freedom There are three key components to your financial freedom: Knowledge of where you are... Understanding where you want to be... Instructions on how to best get to your destination, given your starting point...
The Motley Fool April 16, 2010 Dayana Yochim	He Cheats, She Lies: How to Cope With Financial Infidelity Here's how to invest together happily ever after, even if one of you is a risk-taker and the other a worrywart.
Registered Rep. April 24, 2014 John Kador	REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now.
Entrepreneur November 2006 Scott Bernard Nelson	Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s.