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Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
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.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Financial Planning September 1, 2013 Miriam Rozen	How to Have the Money Talk With Kids Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Planning October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Registered Rep. February 7, 2014 Hartley & LeBlanc	Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind?
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
Financial Advisor August 2008 Eric Rasmussen	A House Divided Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
Financial Advisor March 2011 Jerilyn Klein Bier	Special Consideration Advisors help parents of special needs children tackle unique planning challenges.
Investment Advisor October 2005 Olivia Mellan	The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues.
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.
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
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.
Financial Advisor May 2005 Dorothy Hinchcliff	A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Financial Planning October 1, 2010 Mindel & Sleight	The Family Way Transferring a family business is a legal, financial and emotional tangle. Here are some strategies to help clients do it right.
Investment Advisor October 2007 Olivia Mellan	Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities.
Investment Advisor January 2009 Lewis Schiff	What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner?
Registered Rep. December 1, 2005 Anne Field	Finding Future Clients For the prudent advisor, an aging book calls for strategic planning -- and reaching out to younger clients. That can include targeting anyone from promising junior executives to the children of existing accounts.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
AskMen.com September 9, 2012 Loukas Mexis	Moving Back In With Parents The economic difficulties that devastated Greek households are forcing more and more 30-year-olds to return to their parent's household with a terrible sense of defeat.
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.
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.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
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.
Financial Advisor November 2010 Mitch Anthony	Skin In The Game Why your clients' kids should pay for part of their college educations.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
Financial Advisor May 2008 Caren Chesler	Grieving Spouses In the end, advisors say it's not really their responsibility -- or their right -- to tell grieving clients what to do after the loss of a spouse, no matter how vulnerable they are at this time.
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.
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?
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.
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.
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 Advisor June 2007 Tracey Longo	Grown Up, But Not Gone More and more retired or nearly retired investors are engaging in something that is extremely difficult for even the brightest advisors to accommodate in a financial projection: unplanned giving to their adult kids.
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.
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.
Investment Advisor October 2009 Olivia Mellan	Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed.
Financial Planning August 1, 2010 Donald Jay Korn	Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion.
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.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Registered Rep. February 1, 2005 Ruth Halcomb	In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters.
Financial Planning January 1, 2009 Deborah Fox	Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets.
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.
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.