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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. |
The Motley Fool February 16, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here! |
Financial Advisor September 2010 Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
The Motley Fool July 20, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Household Cost-Cutting A penny here, a nickel there. Is all the scrimping worth it? |
Financial Planning June 1, 2007 Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
The Motley Fool February 23, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Spending Without Consent How much is too much to spend without your spouse's OK? Get your financial relationship questions answered here! |
The Motley Fool February 15, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: For Love or Money Do money issues with your honey have you hot and bothered? Get your financial relationship questions answered here! |
The Motley Fool June 15, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Couple's Credit Crisis What happens when his FICO is better than hers. Get your financial relationship questions answered here. |
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. |
The Motley Fool April 27, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers. |
Inc. October 2004 Michael S. Hopkins |
How To Work (If You Must) With Your Spouse The challenges of working with a spouse are many. Here's how entrepreneurial couples can overcome them. |
Financial Advisor April 2007 Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
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. |
Health January 2006 Dorothy Foltz-Gray |
Be a Better Couple There's a new approach to helping you get closer: Couple CARE (Commitment And Relationship Enhancement) is a six-part series covering self-change, communication, intimacy and caring, managing conflict, sexual intimacy, and looking ahead. |
On Wall Street February 1, 2012 Denise Federer |
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. |
Investment Advisor March 2009 Olivia Mellan |
Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this. |
The Motley Fool August 4, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Passion vs. Pragmatism Can a relationship be too practical for its own good? Get your financial relationship questions answered here! |
The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages. |
The Motley Fool June 23, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Your Car-Buying Personality Are you and your partner in sync when it comes to buying a new car? Get your financial relationship questions answered here! |
The Motley Fool April 9, 2007 Mary Dalrymple |
When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports. |
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury |
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. |
Entrepreneur May 2005 Paul & Sarah Edwards |
Love and Business? Following these four tips can help spouses run a business without ruining their marriage. They'll be helpful to other couples, too. |
Financial Planning October 1, 2009 Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
BusinessWeek April 16, 2007 Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
The Motley Fool May 5, 2007 Elizabeth Brokamp |
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. |
Financial Advisor February 2007 Joel Bruckenstein |
Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc. |
Investment Advisor February 2007 Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
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 12, 2007 Rex Moore |
If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it. |
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. |
The Motley Fool March 19, 2007 Elizabeth Brokamp |
Financial Vows in Marriage Did you promise to love, honor, and save for retirement? |
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. |
The Motley Fool December 1, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Christmas Redux Help! How can we downsize Christmas with extended family? Get your financial relationship questions answered here! |
Investment Advisor April 2009 Olivia Mellan |
The Psychology of Advice: High Anxiety If your heart beats faster when you check the market update, or your throat dries up when you prepare to tell clients about their portfolio, you have what we could call money anxiety. There's a lot of it going around these days. |
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. |
The Motley Fool February 3, 2011 Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments. |
Registered Rep. February 16, 2012 Matt Oechsli |
Improving Communication Within a Team Invest the time and resources to have every full-time member of your team assessed and then work to help everyone use this information so they recognize their personal style. |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
The Motley Fool August 12, 2006 Elizabeth Brokamp |
Couples, Sex, and Money Whispering sweet finances in your special someone's ear? No? Maybe you should be. Whatever your money issues, resolve to face them today. Knowing you can count on your spouse isn't the flashy kind of sexy, but it's the sort of allure that lasts. |
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 July 31, 2008 Elizabeth Brokamp |
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. |
The Motley Fool November 17, 2006 Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
ifeminists May 17, 2006 Jennifer Roback Morse |
Sleeping in the Basement A defender of marriage responds to a reader's comment that it is hard to stay in a marriage in when the woman makes the man feel his only worth is in fathering children and paying the bills. |
On Wall Street June 5, 2009 Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. |
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 June 8, 2007 Elizabeth Brokamp |
Ask Mrs. Riches: Dear Old Dad What to do when Dad rolls his eyes at your financial choices. |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
The Motley Fool January 7, 2008 Rex Moore |
If You Do Just One Thing Today To start to plan for your retirement, whether it is just around the corner or decades away, take the first step on the road to proper asset allocation. |
The Motley Fool February 14, 2006 Dayana Yochim |
Don't Let Money Kill the Mood First comes love, then comes marriage. Next comes the hard part -- money. But if you can find ways to successfully navigate the money minefield, your relationship has exponentially that much more of a chance of succeeding. |
Financial Advisor July 2005 Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |