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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 |
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. |
Investment Advisor October 2008 Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
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. |
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? |
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... |
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. |
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. |
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. |
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! |
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... |
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. |
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. |
Investment Advisor August 2005 Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
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. |
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. |
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. |
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? |
Financial Advisor March 2011 Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Job Journal August 15, 2010 Robert Wilson |
Uncomfort Zone: Good Habits Serve You Well Those who strive to better themselves discover unexpected rewards. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |