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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 mark for My Articles similar articles
Investment Advisor
June 2007
Olivia Mellan
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. mark for My Articles similar articles
Investment Advisor
October 2008
Olivia Mellan
Long-Term Losses How can you cut your losses when they keep going on and on? mark for My Articles similar articles
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. mark for My Articles similar articles
Psychology Today
May/Jun 2007
Mark Teich
House Divided: Hate Thy Father In an era of bitter divorce battles, parents often use children as hammers to bash each other, manipulating not only the legal system but also their children's affections. Can a broken parent-child bond be restored? mark for My Articles similar articles
Salon.com
October 4, 2000
Jennifer Foote Sweeney
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... 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
Investment Advisor
December 2007
Olivia Mellan
The Mourning After If you or one of your financial advisory clients is struggling to cope with grief, now or at any other season of the year, the advice that follows may help ease the pain. mark for My Articles similar articles
Investment Advisor
December 2009
Olivia Mellan
The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year. mark for My Articles similar articles
The Motley Fool
June 30, 2006
Elizabeth Brokamp
Ask Mrs. Riches: Settling the Score When relationships sour, the emotional and financial fallout can be devastating. Get your financial relationship questions answered here! mark for My Articles similar articles
Salon.com
October 3, 2000
Cathy Young
Dr. Bad News After conducting a massive 25-year study, Judith Wallerstein concludes that children of divorce are hit hardest after they grow up... mark for My Articles similar articles
Investment Advisor
December 2006
Olivia Mellan
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. mark for My Articles similar articles
Salon.com
March 13, 2001
Garrison Keillor
Final offer I'm a Christian, she's a follower of Ayn Rand. She's threatening to leave me if I continue to pursue the ministry. Is there any chance for us?... How can I knock some guy's socks off?... etc. mark for My Articles similar articles
Investment Advisor
August 2005
Olivia Mellan
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. mark for My Articles similar articles
Investment Advisor
January 2006
Olivia Mellan
The Psychology of Advice: I Me Mine Problems can arise when you have financial advisory clients who insist on putting themselves first. Here's how to emotionally help these people broaden their perspective. mark for My Articles similar articles
Investment Advisor
December 2005
Olivia Mellan
The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality. mark for My Articles similar articles
Psychology Today
Jul/Aug 2006
Marano & Perina
Tortured Love Linda Carroll's unorthodox relationship with her famous mother and infamous daughter forced her to reevaluate love, loss and the control we have over the people we most want to protect. mark for My Articles similar articles
Salon.com
November 28, 2000
Garrison Keillor
No place like home I love my family dearly, but do I have to spend holidays with them when they're all alcoholics, coke addicts, adulterers and screamers? mark for My Articles similar articles
Financial Advisor
March 2011
Caren Chesler
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2007
Olivia Mellan
Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients. mark for My Articles similar articles
Salon.com
February 20, 2001
Garrison Keillor
Living a lie After 20 years of marriage my wife still thinks I graduated from Harvard, and I never even finished school. How can I tell her the truth now? 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
Investment Advisor
April 2007
Olivia Mellan
Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship. mark for My Articles similar articles
Salon.com
February 13, 2001
Garrison Keillor
My boyfriend reminds me of my mother He's trustworthy, loving and completely dedicated to me, but lately my carnal feelings have been directed elsewhere... etc. mark for My Articles similar articles
Investment Advisor
May 2006
Olivia Mellan
The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2006
Olivia Mellan
The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
June 2011
Roy Diliberto
Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money. mark for My Articles similar articles
ifeminists
November 2, 2005
Leving & Sacks
PBS Declares War on Dads Breaking the Silence is a direct assault on American fathers, and the minimal, hard won gains they have made in protecting their children's right to have their fathers in their lives. mark for My Articles similar articles
ifeminists
October 8, 2002
Sacks & Thompson
Can Abolishing Sole Custody Curb Divorce? Research from American Law and Economics Review indicates the presumption of joint physical custody may serve to keep some marriages together. mark for My Articles similar articles
ifeminists
October 18, 2006
McCormick & Sacks
America's Father Hunger Russert's new book Wisdom of Our Fathers: Lessons and Letters from Daughters and Sons goes beyond that of a sentimental journey. It's success is a testament to the hunger so many Americans feel for what recent generations have lost -- their fathers. mark for My Articles similar articles
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. mark for My Articles similar articles
ifeminists
July 8, 2007
Michael J. McManus
Taken Into Custody Father's Day was not joyful for millions of fathers who had a divorce forced upon them, whose children were "taken into custody" by the mother who filed for the divorce. mark for My Articles similar articles
Investment Advisor
March 2007
Olivia Mellan
Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them. mark for My Articles similar articles
Investment Advisor
May 2008
Olivia Mellan
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc. mark for My Articles similar articles
ifeminists
December 15, 2004
Carey Roberts
Long Live the Matriarchy! Until the essential role of fathers is recognized and antiquated laws are changed, millions of American children will be deprived of the steady hand of a loving father. mark for My Articles similar articles
Salon.com
July 6, 2000
Cathy Young
Team players or tools of the patriarchy? Women often are supplying the muscle behind the fathers' rights movement. mark for My Articles similar articles
Investment Advisor
July 2006
Olivia Mellan
The Psychology of Advice: Unreal Estate With real estate prices having set new records in many areas of the country, clients' attitudes toward real property may lead to emotionally loaded financial questions or disputes that end up in your lap. Here are some ways you might approach helping clients sort out their options. mark for My Articles similar articles
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. mark for My Articles similar articles
Job Journal
August 15, 2010
Robert Wilson
Uncomfort Zone: Good Habits Serve You Well Those who strive to better themselves discover unexpected rewards. 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
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
Investment Advisor
March 2010
Olivia Mellan
Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement. mark for My Articles similar articles
ifeminists
June 30, 2004
Carey Roberts
Divorced Dads' White-Hot Sense of Injustice Noncustodial dads find it incomprehensible that their basic human right to be a parent is being curtailed by a legal system that they perceive to be expensive, cloaked in secrecy, and unfair, spurring their suicide rate to 10 times that of divorced women. mark for My Articles similar articles
ifeminists
February 11, 2003
Thompson & Sacks
Undermining the American Family The American Law Institute, which exercises great influence on American jurisprudence, has just released a series of family law recommendations that would exacerbate our problems by trivializing the importance of marriage, encouraging divorce and accelerating fatherlessness. mark for My Articles similar articles
Salon.com
January 20, 2000
Carol Lloyd
Why should a baby get the father's last name? Historians, scientists and legal scholars offer some explanation. mark for My Articles similar articles
ifeminists
September 27, 2006
McCormick & Sacks
Shared Parenting Initiative Helps Women, Too The North Dakota Shared Parenting Initiative (NDSPI) grants joint custody to both parents unless one is seen as unfit. However, there are certain children's rights group that oppose this proposed law. mark for My Articles similar articles
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. mark for My Articles similar articles