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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. mark for My Articles similar articles
Financial Planning
September 1, 2011
Martha C. White
Commingled Finances Advisors need to take extra steps in all the issues that couples face. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2007
Donald Jay Korn
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2007
Lewis Schiff
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2008
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 21, 2007
Mary Dalrymple
Get Inspired to Save Harness life's big events to boost your savings. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
February 24, 2015
John Kador
Love and Marriage To better advise married couples, advisors should be informed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 24, 2014
John Kador
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
Financial Advisor
August 2012
Jeffrey H. Rattiner
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 19, 2007
Elizabeth Brokamp
Financial Vows in Marriage Did you promise to love, honor, and save for retirement? mark for My Articles similar articles
Entrepreneur
January 2010
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. mark for My Articles similar articles
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. mark for My Articles similar articles