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Ask Mrs. Riches: Dear Old Dad What to do when Dad rolls his eyes at your financial choices.   |
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For Better or... How women entrepreneurs strike a balance between business and marriage |
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February 10, 2008
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Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options. |
American Family Physician
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Curbside Consultation A Doctor Who Is Blamed for a Patient's Condition... |
The Family Room
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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... |
ifeminists
May 17, 2006
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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. |
Investment Advisor
February 2009
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"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
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. |
BusinessWeek
April 9, 2007
Kerry J. Sulkowicz |
The Psychology Of The Deal Can someone with psychological training analyze a target at a distance to provide an edge in talks? |
Investment Advisor
January 2009
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Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Registered Rep.
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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. |
Investment Advisor
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Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
ifeminists
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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. |
Financial Advisor
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Evan Simonoff |
How Different Are We Really? Editor's Note: Anyone who thinks that the recession didn't expose the financial vulnerabilities and insecurities of men as much as women is living on Neptune, not Mars or Venus. |
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. |
Investment Advisor
April 2010
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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. |
BusinessWeek
March 26, 2007
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The New Me Nobody Knows How to cope with the uncertainty that comes with embarking on a new career path. |
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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. |
The Motley Fool
February 2, 2005
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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? |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
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! |
IDB America
Jul/Aug 2000
Roger Hamilton |
Fighter for land and rights It was something unheard of in the town of Dipilto, perhaps the entire department of Nueva Segovia, maybe even in all of Nicaragua. Filomena Gradys was demanding of her husband that they divide their land 50-50... |
The Motley Fool
October 13, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Choosing Heirs Do you go for what's "fair," or do what your heart tells you to do? No matter what, meet with an attorney to plan your estate, including drafting an ironclad will, as well as a living will. |
Registered Rep.
February 28, 2011
Hilary Johnson |
Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan. |
Registered Rep.
October 1, 2005
Matt Oechsli |
Seven Steps to a Highly Successful Practice As a financial professional focused on earning the loyalty of affluent clientele, you need to understand the distinction between satisfaction and loyalty. You want satisfied clients, but the hard reality is your loyal clients will not be satisfied by everything you try to do for them. |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
| This Old House |
Save This Marriage Advise a woman how to make her handyman husband realize that he needs to be a family man as well. |
Salon.com
October 11, 2000
Seema Kalia |
How deep is your love? The INS wants proof of my romantic attachment... |
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? |
Chemistry World
October 3, 2013
Laura Howes |
Chemist sentenced to life A US-based chemist has been sentenced to life for murdering her husband with thallium that she obtained from her work at Bristol-Myers Squibb. |
Registered Rep.
June 1, 2004
John Churchill |
Behind Every Great Man When you're talking to married financial clients, are you directing your eye contact solely to the husband? Do you slow your speech, to the point of condescension, when you address the wife? |
Registered Rep.
October 1, 2005
Bill Singer |
When in Doubt, Refer to the The Book Advisers cannot take trading instructions from anyone other than the authorized party. It's a simple rule. But here is what can happen when that rule is forgotten. |
Salon.com
February 7, 2001
Nina Fjelnset |
Photo: Behind the curtain Before giving birth, you need a little shelter... |
Financial Planning
October 1, 2010
Susan Bradley |
Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet. |
Registered Rep.
April 1, 2008
Anne Field |
Cranky Clients There are probably at least a handful of, shall we say, "challenging" people you encounter in your office. Here's a look at how to handle four common types. |
Salon.com
November 9, 2000
Katharine Mieszkowski |
Behind every dead candidate There lurks a mysteriously qualified understudy ready to take the stage in the name of duty... |
Investment Advisor
March 2006
Olivia Mellan |
The Psychology of Advice: Tax Evasiveness Taxes are what we pay for civilized society, said Justice Holmes. But how can you handle financial advisory clients who don't want to pay? Here some situations and how to handle them. |
Salon.com
May 29, 2001
Lori Steele |
We believe children aren't the future Infertility makes us snide and courageous and sad... |
The Motley Fool
March 23, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Getting the Pink Slip Here is another reason to live as if you're going to lose your job. |
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. |
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! |
