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Financial Advisor January 2008 Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Financial Planning September 1, 2011 Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
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. |
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. |
Financial Planning June 1, 2007 Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Financial Planning January 1, 2006 Sheryl Garrett |
A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning. |
Financial Planning August 1, 2012 Katie Kuehner-Hebert |
One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct. |
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. |
Registered Rep. August 17, 2010 Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
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. |
Investment Advisor December 2007 Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Financial Planning August 1, 2013 Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
Financial Advisor February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
BusinessWeek October 20, 2003 Michelle Conlin |
Unmarried America Say good-bye to the traditional family. Here's how the new demographics will change business and society. |
Financial Advisor June 2006 Marla Brill |
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best. |
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. |
Investment Advisor November 2007 Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. |
CFO March 1, 2004 Kate O'Sullivan |
Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples. |
AskMen.com Michael Estrin |
6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married. |
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. |
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 21, 2007 Mary Dalrymple |
Get Inspired to Save Harness life's big events to boost your savings. |
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? |
Registered Rep. September 21, 2010 Alan Lavine |
Empty Nesters May Still Need To Purchase Life Should your empty nester clients get life insurance? Perhaps -- if they have a lot of personal and/or business liabilities or concerns about estate taxes. |
The Motley Fool November 15, 2011 Selena Maranjian |
Google, Microsoft, and Others Say: Repeal DOMA and Save Us Money Social issues can have financial ramifications. The Defense of Marriage Act costs companies and people a lot of money. |
Registered Rep. February 24, 2015 John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
Financial Advisor May 2012 Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
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. |
Salon.com March 28, 2002 Ann Marlowe |
Why do women wed? A new book argues that women put much more work into marriage than men do, and asks why they bother... |
The Motley Fool February 15, 2005 Dayana Yochim |
For Richer or Poorer... Again There are certainly a lot of financial advantages to being married. But there can also be many more complexities with your happy new union. Here is sound financial guidance for couples who remarry. |
Registered Rep. July 11, 2014 Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. |
The Motley Fool October 20, 2006 Roy Lewis |
Life and Tax Changes Virtually every life event will affect your taxes in some way. Even if your life isn't changing, the tax laws are. It's up to you to be vigilant in keeping as much of your money as you possibly can. |
The Motley Fool January 19, 2010 |
5 Reasons Your Taxes Might Change When it comes to taxes, there's always more to learn. Let us help. |
Registered Rep. November 1, 2004 Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. |
Financial Advisor October 2005 Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
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... |
ifeminists June 3, 2009 Wendy McElroy |
End the gay marriage debate! Privatize marriage Almost half of the adults in America are unmarried and single-person households outnumber married families with children. A glut of books and articles is suddenly declaring marriage to be either obsolete or rediscovered. |
Financial Planning March 1, 2005 Janet Aschkenasy |
The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age. |
Financial Planning August 1, 2006 Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
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 November 10, 2007 Elizabeth Brokamp |
Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking. |
Investment Advisor February 2007 Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
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 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. |
Salon.com June 7, 2001 Amy Benfer |
The nuclear family takes a hit Census data deals a blow to an American icon -- and the conservative groups that promote it... |
Financial Advisor August 2012 Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
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 March 19, 2007 Elizabeth Brokamp |
Financial Vows in Marriage Did you promise to love, honor, and save for retirement? |
Entrepreneur January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
The Motley Fool August 4, 2005 Dayana Yochim |
615 Social Security Questions ... For answers to six burning questions that really matter for your future, read on. |