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Financial Planning February 1, 2012 Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how. |
Investment Advisor September 2009 James J. Green |
Numerology: Kids Ain't Cheap The latest Department of Agriculture child-rearing study reports that a two-parent, middle-income family can expect to spend $221,190 to raise a child born in 2008. |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive. |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what? |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible. |
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. |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action. |
The Motley Fool September 10, 2010 Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
Job Journal October 19, 2008 Marty Nemko |
Quick Fix: Check Your Emotional Baggage What to do when a person or situation makes you feel uncomfortable at work. |
The Motley Fool June 2, 2006 Dan Caplinger |
Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more. |
InternetNews June 10, 2010 |
Facebook Joins PTA in Online Safety Effort Facebook partners with National Parent Teacher Association to promote awareness about security and online child safety. |
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. |
AskMen.com Steven Shaw |
How To: Be A Godfather A look at some of the most important duties to help you learn how to be a godfather. |
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. September 9, 2015 David H. Lenok |
The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly. |
AskMen.com Dan Carter |
How To Write A Will A last will and testament ensures that your estate will be managed according to your wishes, and will circumvent family squabbles and government intervention in your personal business. |
AskMen.com May 19, 2008 Ross Bonander |
Fatherhood Guide: Affection Showing affection is a challenging area of parenting, but this is not uncommon; for many loving and caring fathers, showing their affection represents the most challenging aspect of parenting. |
Financial Planning November 1, 2010 Jim Grote |
Special Cases Minoti Rajput, CFP, president and principal advisor of Secure Planning Strategies in Southfield, Mich., maintains a general financial planning practice and a specialized practice for families of children with disabilities. |
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 Pavithra Mohan |
European Teens Under 16 Could Be Barred From Snapchat And Instagram When the European Parliament rules on a new regulation Tuesday, all teens under the age of 16 could be booted off their preferred social media platforms. |
AskMen.com Ross Bonander |
Fatherhood Guide: Discipline This article addresses the fine line of disciplining your child. Discipline relates to children of all ages, but the following article will be most helpful to fathers of children under the age of 10. |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money How to help when a parent is no longer able to manage financial matters. |
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. |
Financial Advisor March 2011 Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
On Wall Street December 1, 2011 Alan J. Foxman |
When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child... |
Financial Planning July 1, 2009 Martin Shenkman |
A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary? |
Financial Planning August 1, 2006 Deborah Levenson |
Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind. |
Financial Advisor October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Financial Advisor November 2005 Karen DeMasters |
When Grandparents Raise Grandchildren Some financial advisors have developed an expertise in helping families work through the financial issues involved when grandparents are raising grandchildren. |
The Motley Fool January 13, 2011 June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
Investment Advisor November 17, 2010 Marlene Y. Satter |
Special Needs, Special Designation If your clients have special needs children, you might want to consider this in the future |
U.S. CPSC September 8, 2011 |
CPSC Warns of Drowning Dangers in Bathtubs, Bath Seats and Buckets Traditional end of the pool season brings attention to indoor water safety |
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. |
The Motley Fool September 14, 2010 Dan Caplinger |
3 Tips to Start Saving for College Saving for your child's education doesn't have to be complicated. |
On Wall Street December 1, 2011 Ann Marsh |
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans. |
Investment Advisor May 2007 Susan L. Hirshman |
Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role. |
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. |
The Motley Fool November 6, 2006 Dan Caplinger |
How Professional Fiduciaries Work For those who don't have any close friends or family members willing or able to handle a fiduciary role, a professional trustee may be the best option. Here is a look at the inner workings of a bank's typical trust department. |
The Motley Fool May 3, 2004 |
Why Estate Planning Matters Neglect estate planning and you may leave your loved ones a lot of headaches, and less money. |
Registered Rep. June 17, 2013 Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
Food Processing February 2009 Diane Toops |
Moms Choosing Healthier Foods For Kids Mom's new mindset means a new mission for marketers. |
The Motley Fool October 20, 2010 Dan Caplinger |
Your Kids Need These Investments Supplementing 529 plans with alternatives makes lots of sense. |
Finance & Development June 2010 |
Picture This: Reducing Child Mortality Despite progress, under-5 child mortality rates remain unacceptably high. |
U.S. CPSC June 24, 2010 |
CPSC Announces Recall to Repair Child Craft Brand Stationary-Side Cribs with Dowel Due to Entrapment and Strangulation Hazards The cribs' stationary side can be assembled upside-down but still appear to be assembled correctly. If assembled upside-down, the crib side contains a hazardous five-inch gap at the top of the crib. |
Registered Rep. April 10, 2012 Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
On Wall Street June 1, 2009 Handler & Lothes |
Incentive Trusts Don't Provide The Best Motivation Incentive trusts attempt to encourage (or discourage) certain behaviors by making distributions dependent on certain benchmarks or accomplishments. |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors. |
U.S. CPSC December 17, 2009 |
Risk of Strangulation Prompts Recall to Repair Roman Shades; Sold Exclusively by Restoration Hardware Baby & Child Strangulation can occur when a child places his/her neck between the exposed inner cord and the fabric on the backside of the blind or when a child pulls the cord out and wraps it around his/her neck. |
ifeminists September 17, 2009 Wendy McElroy |
Kids are like the Gorgon. Do not gaze too long. For many months I have been crying out against the political hysteria that currently surrounds issues of child abuse, child sexuality, etc. The witch hunt has made men into presumed criminals. |