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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.   |
Investment Advisor
March 2009
Olivia Mellan |
The Advisor's Toolkit for Client Stress Management and Positive Aging Tips for managing client stress include preparing a "toolkit" to guide them through the process of discussing retirement matters. |
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. |
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. |
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
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
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. |
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? |
Job Journal
February 10, 2008
Marty Nemko |
Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options. |
Financial Planning
May 1, 2008
Bryce Sanders |
Client Retention How to keep unhappy clients from leaving. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
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. |
Registered Rep.
November 6, 2012
Kathleen Burns Kingsbury |
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. |
Financial Advisor
September 2010
Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
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! |
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
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
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
June 2011
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. |
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
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. |
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. |
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. |
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. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
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
April 2008
Kara P. Stapleton |
Capital Control Which half of a couple has power of the purse strings? How does this affect your relationships with your clients? |
The Motley Fool
October 25, 2006
Dan Caplinger |
Save Your Marriage! Don't let your marriage be a casualty of money worries. |
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... |
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. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
The Motley Fool
May 18, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here! |
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. |
The Motley Fool
June 29, 2007
Elizabeth Brokamp |
Warm-Up: Stress Test for Couples How you handled your wedding planning can tell you a lot about yourself, your spouse, and money. |
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. |
American Family Physician
October 15, 2006 |
Stress: How to Cope with Life's Challenges A patient guide: What causes stress?... What things may be stressful?... Possible Signs of Stress... Can stress hurt my health?... What can I do to lower my stress?... |
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
June 20, 2006
Dan Caplinger |
When You Say "I Do" in 2 Countries When your spouse isn't a U.S. citizen, marital trusts become more complicated. It's important for couples of mixed citizenship to understand the tax laws of both of their countries to plan well for their families. |
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
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. |
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. |
The Motley Fool
February 9, 2007
Mary Dalrymple |
Money and Your Honey Money is one of the topics couples most argue about. Get your financial relationship questions answered here! |
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. |
The Motley Fool
May 30, 2008
Dayana Yochim |
Investing for Two And you thought it was hard deciding what's for dinner. |
Entrepreneur
July 2004
Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. |
The Motley Fool
November 17, 2004
Dayana Yochim |
Investing for Two Whether you're an investment junkie or a timid novice, investing needs to be part of your relationship. So what makes investing so complicated for couples? |
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. |
AskMen.com
March 27, 2001
Vatche Bartekian |
Dealing With Everyday Problems I'm here to tell you that those pesky everyday problems of yours don't have to overtake your life. It's time to take control of your manhood and start taking control of your life... |
| This Old House |
Share the Pain Give and get advice on getting through a remodel with your relationships in tact. |
