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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. mark for My Articles similar articles
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! mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
June 1, 2007
Donald Jay Korn
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. mark for My Articles similar articles
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! mark for My Articles similar articles
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! mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2007
Marla Brill
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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! mark for My Articles similar articles
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. mark for My Articles similar articles
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! mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 19, 2007
Elizabeth Brokamp
Financial Vows in Marriage Did you promise to love, honor, and save for retirement? mark for My Articles similar articles
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. mark for My Articles similar articles
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! mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2011
Martha C. White
Commingled Finances Advisors need to take extra steps in all the issues that couples face. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2008
Huxley & Burns
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles