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The Motley Fool
August 5, 2004
Dayana Yochim |
Money Worries for the Unmarried Your love may be strong, but your financial rights are tenuous if it's not official.   |
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 Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
Financial Advisor
November 2012
Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
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
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
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
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. |
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
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. |
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. |
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. |
Registered Rep.
February 24, 2015
John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
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. |
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. |
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. |
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. |
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
January 22, 2004
Selena Maranjian |
10 Money Tips for Women Women's financial needs are a little different from those of men, since women tend to earn less and live longer. Don't let yourself become one of the too many women (and men!) who neglect to plan for their financial futures. Here are some tips to help you on your way. |
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. |
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. |
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. |
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. |
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. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
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. |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
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. |
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. |
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.). |
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. |
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
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. |
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. |
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
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... |
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. |
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
March 29, 2010
Robert Brokamp |
The Fooly-Wed Game A fun, financial version of the Newlywed Game for you and your partner. |
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. |
The Motley Fool
June 29, 2007
Elizabeth Brokamp |
Cool-Down: How to Stay in Financial Shape Your efforts to improve your communications around money won't just have a good effect on your bottom line; they're likely to improve the overall health of your marriage. |
Registered Rep.
April 24, 2014
John Kador |
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. |
Salon.com
June 7, 2001
Amy Benfer |
The nuclear family takes a hit Census data deals a blow to an American icon -- and the conservative groups that promote it... |
