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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 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.
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.
Financial Planning June 1, 2006 Norman A. Dawidowicz	The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs.
The Motley Fool July 10, 2009 Selena Maranjian	Your Spouse Is Fumbling Your Finances A recent study finds that merely 15% of couples are confident in the ability of both partners to handle their finances.
Investment Advisor December 2007 Kara P. Stapleton	Not So Bad After All? A new survey finds that couples are in agreement on saving for retirement.
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.
BusinessWeek December 3, 2009	Family Forums Web sites that focus on the finances and careers of gay and lesbian couples, domestic partners, single parents, and other family arrangements
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.
The Motley Fool May 31, 2006 Dan Caplinger	Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future.
The Motley Fool October 25, 2006 Dan Caplinger	Save Your Marriage! Don't let your marriage be a casualty of money worries.
Financial Planning September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
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.
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.
On Wall Street June 1, 2012 John Diehl	The Retirement CEO Going through a retirement analysis with your clients can help them put forth a plan. Ultimately, it can greatly improve their chances of success as CEO of their own retirement.
The Motley Fool June 16, 2010 Dayana Yochim	The Leading Cause of Relationship Stress: Money Rich, poor, young, old -- we all have money tiffs. Here are six ways to keep things happy on the home front.
The Motley Fool January 9, 2007 Dan Caplinger	Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property.
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.
InternetNews October 20, 2008 Kenneth Corbin	The Internet Bringing Families Together? New Pew survey finds that a quarter of respondents say that technology has made their families closer.
Financial Advisor January 2012 Dan Moisand	Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most.
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
Registered Rep. April 24, 2014 John Kador	REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now.
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 July 12, 2004 Dayana Yochim	Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding.
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.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
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 June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
The Motley Fool July 2, 2004 Selena Maranjian	Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to.
Financial Advisor July 2006 Bruce W. Fraser	Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets.
Registered Rep. October 1, 2002 Ruth Halcomb	Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue.
Registered Rep. February 24, 2015 John Kador	Love and Marriage To better advise married couples, advisors should be informed.
CFO November 1, 2007 Clint Willis	Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years.
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 March 22, 2005 Dayana Yochim	Avoid Insurance Sticker Shock Four ways to keep a broken bone from bankrupting your retirement plan.
The Motley Fool February 21, 2006 Dayana Yochim	Blueprint for Financial Freedom Need a touch-up or a complete money overhaul? Here are six tips for a successful renovation for twosomes wishing to spruce up their financial home.
The Motley Fool April 20, 2005 Dayana Yochim	Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to.
On Wall Street October 1, 2012 Elizabeth Wine	Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.
The Motley Fool January 6, 2005 Selena Maranjian	Retire Your Anxiety Your hair doesn't have to turn gray so quickly. Choose to worry a lot less about your retirement by taking more action. Here are some steps you can follow.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
The Motley Fool July 6, 2004 Gardner & Gardner	Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life.
Financial Advisor November 2012 Karen DeMasters	Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles.
On Wall Street April 1, 2012 John Diehl	The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them.
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.
On Wall Street March 1, 2011 Elizabeth Wine	Five Questions With Joseph F. Coughlin Joseph F. Coughlin, director of the MIT AgeLab, leads a research program aimed at understanding the behavior of the 45-and-older population. He talks about how advisors fall short in dealing with this demographic.
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 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.
The Motley Fool March 19, 2007 Elizabeth Brokamp	Financial Vows in Marriage Did you promise to love, honor, and save for retirement?
The Motley Fool March 21, 2007 Mary Dalrymple	Get Inspired to Save Harness life's big events to boost your savings.
On Wall Street May 1, 2012 John Diehl	The Retirement Touchstone As an advisor with the ability to assess retirement readiness, you too can help them move toward the future with a greater sense of confidence, security and trust. You can do so by serving as their retirement touchstone.