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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.   |
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
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. |
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. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
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. |
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
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. |
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
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. |
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 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 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
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. |
Registered Rep.
February 24, 2015
John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
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. |
Financial Advisor
November 2012
Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
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
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. |
Salon.com
March 22, 2002
David Link |
Same-sex marriage, with a twist The Kansas Supreme Court enforces a ban on gay marriage and clears the way for -- gay marriage... |
Investment Advisor
April 2008
Kara P. Stapleton |
Capital Control Which half of a couple has power of the purse strings? How does this affect your relationships with your clients? |
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. |
Financial Advisor
February 2004
Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
Registered Rep.
January 19, 2011
Charles Paikert |
Wealth Managers Target Gay, Lesbian Market Last November, the College for Financial Planning began offering a new designation, Accredited Domestic Partnership Advisor, to meet the demand for specialized information about the market. |
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. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
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 Planning
August 1, 2007
Barbara H. Cane |
The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
The Motley Fool
November 15, 2011
Selena Maranjian |
Google, Microsoft, and Others Say: Repeal DOMA and Save Us Money Social issues can have financial ramifications. The Defense of Marriage Act costs companies and people a lot of money. |
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. |
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. |
Reason
June 2003
Cathy Young |
Gay Rights Go to Court Sodomy laws, same-sex marriage, and the future of homosexual rights |
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. |
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
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.). |
Investment Advisor
July 2010
Marlene Y. Satter |
Insurance Update: A Wider Embrace of LTC Same-sex benefits are now offered to federal employees. |
Entrepreneur
September 2004
Chris Penttila |
Domestic Dispute As employers respond to the marketplace, the debate over benefits for same-sex couples heats up. |
Mother Jones
August 2000
David Goodman |
A More Civil Union Vermont's legal recognition of same-sex couples has brought the latest struggle for gay rights out of the closet -- and onto the stage of national politics. |
Financial Planning
August 1, 2012
Katie Kuehner-Hebert |
One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct. |
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. |
The Motley Fool
October 25, 2006
Dan Caplinger |
Save Your Marriage! Don't let your marriage be a casualty of money worries. |
BusinessWeek
December 3, 2009 |
Family Forums Web sites that focus on the finances and careers of gay and lesbian couples, domestic partners, single parents, and other family arrangements |
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. |
Reason
September 2005
Julian Sanchez |
All Happy Families From a civil libertarian perspective, it's clear enough why the unequal treatment of gay parents is objectionable: The human desire for family isn't exclusive to heterosexuals, and attempts to prevent gays from raising families both stigmatize them and threaten to deprive them of an important component of a full life. |
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
August 2, 2001
Daryl Lindsey |
Germany allows its first gay "marriages" With the law just one day old, same-sex couples are flooding the wedding registry... |
The Motley Fool
July 10, 2009
Selena Maranjian |
Your Spouse Is Fumbling Your Finances A recent study finds that merely 15% of couples are confident in the ability of both partners to handle their finances. |
Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
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. |
