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Investment Advisor
May 2010
Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves.   |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
Financial Planning
May 1, 2008
Bryce Sanders |
Client Retention How to keep unhappy clients from leaving. |
Investment Advisor
May 2010
Angela Herbers |
Of Morale and Leverage One of the major problems with hiring your spouse into your practice may not be you or your spouse, but your existing staff. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Financial Advisor
July 2007
Dave J. Drucker |
The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate? |
On Wall Street
June 1, 2012
Alan J. Foxman |
Keeping Client Secrets I have a husband and wife who are both clients of mine. Recently, the wife inherited some money and doesn't want her husband to know what she's doing with it. |
Job Journal
November 25, 2007
Penelope Trunk |
Brazen Careerist: The Lifestyle You Choose Could a lifestyle change improve your employment options? |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Investment Advisor
February 2009
Olivia Mellan |
"Turn left!"--"No, right!" How can advisors deal with the complexities of refereeing a couple's differences in a highly uncertain atmosphere. |
The Motley Fool
February 2, 2005
Dayana Yochim |
The Million-Dollar Clerical Error A misfiled beneficiary form robs a widower of his wife's final wishes, and her pension -- could it happen to you? |
The Family Room
Mia Cronan |
Fireworks Aren't Just for July I have found that simple communication can really put a spark in things after an exhausting day. Take the time to just listen to each other... |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
ifeminists
June 17, 2007
Amy Alkon |
Not Taking Know for an Answer Letters to the editor: I have a guy friend, "Bobby," whose wife has blurted out twice (once at my wedding reception) that Bobby and I dated in college... etc. |
The Motley Fool
March 13, 2007
Dan Caplinger |
3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc. |
The Motley Fool
March 15, 2006
David Braze |
Social Security and Your Spouse What will your spouse get from Social Security? |
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. |
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! |
Registered Rep.
September 22, 2010
Kevin McKinley |
Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement. |
Science News
November 7, 2008 |
All In A Day's Work: Careers Using Science by Megan Sullivan A guide for those seeking careers in science and science-related fields. |
The Motley Fool
July 21, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: How to Deal With a Freeloader An uninvited guest can wreak havoc on more than your food budget. Get your financial relationship questions answered here! |
Financial Planning
May 1, 2005
Ed Slott |
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. |
Financial Advisor
January 2011
Bill Bachrach |
Why You Are Lucky This may be the perfect time to reflect on the financial advisory business and how to maximize your intrinsic value. |
Financial Advisor
February 2012 |
Honey, I Forgot To Pay The Taxes Recent changes in IRS regulations make it easier to file for relief from prosecution when a spouse hasn't paid the proper income taxes and the innocent spouse didn't know about the violation or couldn't stop it. |
The Motley Fool
November 14, 2006
Mary Dalrymple |
After Retirement Think now about how to handle health setbacks late in life. Long-term care insurance can offer additional peace of mind. |
Entrepreneur
August 2007
Nichole L. Torres |
In the Army Now Running your own business can provide the flexibility, income and work-life balance that you crave. And it's exactly that flexibility that makes entrepreneurship a great match for the frequently transferred military spouse. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
The Motley Fool
March 4, 2005
Selena Maranjian |
I Heart Google Do consumers love or hate the companies you own? If you're interested in investing in a company, finding out can give you useful insights into what kinds of public perceptions there are about it and what issues it might be facing. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. |
BusinessWeek
April 9, 2007
Geoff Gloeckler |
An MBA, On The Family Plan How B-schools help families relocate - or manage being apart. |
Registered Rep.
October 1, 2008
Nancy N. DiCostanzo |
Iuliana Pacurariu Originally from Romania, this sales assistant at Thomas Financial Group discusses what she finds most rewarding about her job. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
Financial Planning
May 1, 2012
Peggy Tracy |
Finding Fraud To uncover intentional - and increasingly sophisticated - deceits, planners need to know about forensic accounting, financial planning, tax law and criminology. |
AskMen.com
March 9, 2013
James Fell |
Change Your Life It is an adage of time-management that if everything is a priority, nothing is. If you're not finding time to exercise and focus on healthy eating, then it is not a high enough priority for you. |
Investment Advisor
January 1, 2011
Angie Herbers |
If You Want Something Done, Ask a Busy Person Make yourself a more productive advisor by taking more time off. |
Registered Rep.
January 2, 2015
Mindy Diamond |
Spousal Team Dynamics With spousal partnerships, one's relationship at the office often impacts one's personal life and vice versa. It takes willingness, understanding and a thick skin to make a spousal financial partnership succeed. |
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! |
ifeminists
February 8, 2006
Leving & Sacks |
The Rise in 'Gray Divorce': It's Always Hubby's Fault In both the U.S. and Japan, divorce among older couples is on the rise. There are various explanations for the trend but media commentators agree on one thing -- when the husband divorces his wife, it's hubby's fault. When the wife divorces her husband, well, it's hubby's fault too. |
ifeminists
February 4, 2003
Wendy McElroy |
Adultery: the Intimate Fraud We should stop winking and look adultery straight in the eye. In doing so, it will be revealed as an ugly phenomenon that good marriages need not fear. |
Psychology Today
Nov/Dec 2008
Rebecca Webber |
In Sickness and In Health Before you say, "I do," scrutinize your lover's drinking habits. Or eating patterns. Your choice of romantic partner helps determine how healthy - -or how sick -- you'll be. |
Financial Advisor
September 2010
Bill Bachrach |
Avoiding Mediocrity In business and life, delaying gratification and making smarter long-term choices is vital. |
The Motley Fool
June 16, 2006
Dan Caplinger |
Bypassing High Estate Taxes Using a bypass trust in your estate plan can create big tax savings. |
Financial Planning
September 1, 2011
Miriam Rozen |
Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically. |
Investment Advisor
August 2007
Olivia Mellan |
Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor. |
Job Journal
December 7, 2003
Marty Nemko |
Joys of the Average Job Most people who are happy in their careers do not have so-called dream jobs. |
The Motley Fool
June 19, 2006
Dan Caplinger |
Should You Trust Your Spouse? A marital trust in your estate plan can protect your whole family. |
