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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. |
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. |
Registered Rep. June 17, 2013 Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
The Motley Fool February 26, 2007 Mary Dalrymple |
Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how. |
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. 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. |
Registered Rep. June 1, 2012 Lynn O'Shaughnessy |
Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans. |
The Motley Fool December 7, 2010 |
Ask June: Military Divorce Entitlements and VA Loan Benefits June Walbert answers reader questions about benefits for divorced spouses. |
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. |
Financial Advisor November 2010 Mitch Anthony |
Skin In The Game Why your clients' kids should pay for part of their college educations. |
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. |
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. |
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. |
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. |
ifeminists February 16, 2009 Wendy McElroy |
Beat up the Kid, Spare the Adults Police removed an unruly 7-year-old from his classroom and forced him to be hospitalized under the state's Baker Act -- against the wishes of his outraged parents. |
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. |
The Motley Fool November 3, 2007 Elizabeth Brokamp |
Lending Money to Loved Ones When you consider what's at stake with a loan to family or friends, you know to take the personal lending process very, very seriously. |
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. |
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. |
AskMen.com Michael B. Rubin |
5 Financial Tips For Expecting Parents If you've just received the news that your wife or girlfriend is pregnant, make sure you have a solid financial plan if you hope to make it through the next nine months. |
Financial Advisor November 2009 Caren Chesler |
Family Bonds Clients face both financial and emotional traps when they loan money to family. |
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? |
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 24, 2007 Dan Caplinger |
The Dangers of Co-Signing Know what you're getting into before you guarantee someone else's debt. Co-signing on another person's loan is beyond the regular call of duty, and you shouldn't feel bad if you decide it's not worth risking your own financial stability to do it. |
Job Journal October 20, 2013 Penelope Trunk |
Lessons to Unlearn for Success at Work There's plenty that school doesn't teach you about work, and some of the things you learned may be working against you. |
Registered Rep. July 5, 2012 Kevin McKinley |
Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently. |
Investment Advisor May 2010 Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
The Motley Fool April 27, 2011 Dayana Yochim |
4 Things Missing From Your Financial Aid Offer There's a lot of money hiding between the lines of those college aid letters. |
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. |
Salon.com December 3, 2002 Lynn Ponton |
Future shock The author, a psychiatrist, responds to a 17-year-old boy who despairs of a world threatened by war and run by adult hypocrites. |
AskMen.com Michael Estrin |
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. |
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. |
Financial Advisor December 2011 James Picerno |
Let's Get Personal Customizing socially responsible investing strategies is good for your clients (and your business). |
The Motley Fool August 25, 2010 Dayana Yochim |
How to Survive College With No Credit Regrets Free t-shirts, Frisbees, and unprotected exposure to plastic are gone (or at least harder to come by), thanks to new credit card laws. But it's still easy to get into credit trouble. |
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. |
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. |
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. |
AskMen.com Terence Channon |
Debt Consolidation Mistakes Avoid these common mistakes when taking on a debt consolidation loan. |
Financial Advisor March 2011 Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
Financial Advisor May 2005 Dorothy Hinchcliff |
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. |
The Motley Fool December 5, 2007 Mary Dalrymple |
Does Your Credit Card Do This? Some credit cards to raise your interest rates when your credit score drops, even if you're faultlessly punctual with your payments. |
InsideFlyer January 2009 |
Alaska's Disney Alaska Airlines is once again enticing members to visit Disneyland in Southern California with their Kids Fly Free offer. |
Financial Planning October 2, 2007 Donald Jay Korn |
Home Relief Lofty housing prices and tight credit are sending young people to the Bank of Mom and Dad. Should your clients open the discount window? |
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. |
AskMen.com Michael Estrin |
7 Things to Remember When Borrowing Money Whether you're starting a small business, remodeling your home or just paying some bills, from time to time you'll need to borrow money. When your time comes, here are some things to consider. |
AskMen.com Steve Richer |
How To: Say No To Friends If you really want to avoid getting in over your head, here are some ways to get out of some sticky situations. Note that at times, you may have to tell a white lie or two. |
Financial Planning June 1, 2010 Donald Jay Korn |
College Loans Say Uncle The new law excluding banks from making federal education loans should be a PLUS for borrowers who can now turn to the Bank of Uncle Sam. |
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. |
Financial Planning August 1, 2009 Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
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. |