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Financial Advisor
March 2011
Jerilyn Klein Bier
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. mark for My Articles similar articles
Financial Planning
July 1, 2013
Martha White
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. mark for My Articles similar articles
Financial Planning
July 1, 2009
Martin Shenkman
A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary? mark for My Articles similar articles
Financial Advisor
June 2004
Jeff Schlegel
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. mark for My Articles similar articles
Financial Planning
September 1, 2005
M. Michael Babikian
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones. mark for My Articles similar articles
The Motley Fool
February 6, 2007
Dan Caplinger
Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared. mark for My Articles similar articles
Financial Advisor
August 2010
Lori K. Murphy
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members. mark for My Articles similar articles
BusinessWeek
May 31, 2004
Toddi Gutner
Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group. mark for My Articles similar articles
Financial Planning
September 1, 2011
Ed Slott
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. mark for My Articles similar articles
Financial Planning
December 1, 2010
Scott Schutte
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families. mark for My Articles similar articles
Financial Advisor
November 2006
Karen DeMasters
Special Needs, Special Advisor This former small-town mayor and now independent financial planner and president of a successful fee-based money management firm takes time out for folks with special needs. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Dan Caplinger
A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives. mark for My Articles similar articles
Financial Advisor
May 2005
Dorothy Hinchcliff
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. mark for My Articles similar articles
The Motley Fool
February 13, 2007
Dan Caplinger
Let the IRS Pay for Day Care As a parent, it would be nice to find coverage for all of your child care expenses. Still, these tax incentives' savings can repay a significant fraction of day care costs. mark for My Articles similar articles
BusinessWeek
February 21, 2005
Howard Gleckman
The New Face Of Medicaid Seniors and the disabled are pushing the program to the breaking point. mark for My Articles similar articles
American Family Physician
October 15, 2003
What to Do When Your Child Refuses to Go to School What is school refusal?... What other problems are children with school refusal likely to have?... What should I do if my child refuses to go to school?... How will I know if my child is really sick?... How is school refusal treated?... etc. mark for My Articles similar articles
Registered Rep.
May 21, 2013
Alan Lavine
Avoid Blowing Up a Veteran's Benefits Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits. mark for My Articles similar articles
ifeminists
June 30, 2004
Leving & Sacks
New Study Shows Child Support Guidelines in Need of Reform What rationale is there for California's child support guidelines if they serve to harm or drive away one of the two people who most love a child? mark for My Articles similar articles
Salon.com
October 21, 1999
Dena Bunis
Uninsured children A new report says there are still too many kids without health coverage. mark for My Articles similar articles
The Motley Fool
May 31, 2006
Dan Caplinger
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs. mark for My Articles similar articles
Financial Advisor
November 2010
Ben Mattlin
Compensating Caregivers Advisors discuss how families can provide at-home care for a loved one -- and defuse sibling rivalries that often result. mark for My Articles similar articles
Investment Advisor
September 2009
James J. Green
Numerology: Kids Ain't Cheap The latest Department of Agriculture child-rearing study reports that a two-parent, middle-income family can expect to spend $221,190 to raise a child born in 2008. mark for My Articles similar articles
The Motley Fool
July 21, 2007
Elizabeth Brokamp
Save Big With Dependent Care Benefits Taking advantage of Dependable Care Flexible Spending and Child Care Tax Credits when your children are in preschool can provide big tax savings. mark for My Articles similar articles
BusinessWeek
May 31, 2004
Toddi Gutner
Special Needs, Crushing Costs Parents with disabled kids have some options but must also dig deep into their own pockets. mark for My Articles similar articles
Registered Rep.
September 18, 2013
Kevin McKinley
Having Money and Getting Medicaid Clients who want to have both their money and Medicaid may want to purchase a specific type of long-term care insurance known as a "partnership" policy, currently available to residents in 31 states. mark for My Articles similar articles
Investment Advisor
May 2007
Kara P. Stapleton
Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology. mark for My Articles similar articles
Salon.com
September 28, 2000
Barb Reinhold
What's wrong with foreign adoption? It's un-American, selfish, narcissistic and racist, according to my so-called friends... mark for My Articles similar articles
Investment Advisor
December 2007
Kara P. Stapleton
Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return. mark for My Articles similar articles
ifeminists
September 8, 2004
K. C. Wilson
Child Support Deviation for CP's Tax Benefits You can easily lower your child support significantly at your next legal opportunity by asking for a deviation in consideration of the many tax benefits the custodial parent gets that already cover many child costs. mark for My Articles similar articles
AskMen.com
Michael Estrin
Paying Child Support 101 Though the laws vary from state to state and each case is different, it's important to know a few things about the general process so you can protect yourself. mark for My Articles similar articles
Financial Advisor
April 2005
Gregory Bresiger
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. mark for My Articles similar articles
The Motley Fool
April 11, 2007
Dan Caplinger
Should You Work or Stay at Home? For some families, having a stay-at-home parent is the best financial choice. mark for My Articles similar articles
The Motley Fool
January 16, 2007
Dan Caplinger
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. mark for My Articles similar articles
ifeminists
September 1, 2004
K. C. Wilson
Child Support: Income Shares, Part II We've had decades of governments gathering actual family costs, and other areas of economics studying family spending. None has been applied. mark for My Articles similar articles
The Motley Fool
September 10, 2010
Dan Caplinger
Save Smarter for College As the school year starts, it's time to think about your child's future. mark for My Articles similar articles
American Family Physician
July 15, 2005
What to Do If Your Child Swallows Something A hand-out for parents and caregivers of young children offering advice for this safety concern. mark for My Articles similar articles
Financial Advisor
October 2010
Gail Lieberman
Immediate Gratification Immediate annuities can help clients get government benefits they might otherwise price out of. mark for My Articles similar articles
American Family Physician
October 1, 2005
Nightmares and Night Terrors in Children A guide to nightmares, night terrors; why they happen and what to do when they occur. mark for My Articles similar articles
Financial Planning
February 1, 2005
DeFrancesco & Flory
The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home. mark for My Articles similar articles
American Family Physician
October 1, 2005
Sleepwalking in Children A patient guide to this phenomenon, why it occurs and what a care-giver should do when it happens. mark for My Articles similar articles
The Motley Fool
August 18, 2007
Elizabeth Brokamp
The Best First Credit Card When the time comes for your child to have his or her first credit card, it's time for you to teach them to treat it with a healthy respect, and to beat the credit card companies at their own game by paying off the balance in full each month. mark for My Articles similar articles
The Motley Fool
June 23, 2006
Roy Lewis
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. mark for My Articles similar articles
Financial Planning
February 1, 2012
Martin Shenkman
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. mark for My Articles similar articles
The Motley Fool
October 2, 2006
What to Save for College Though it's better to start early, it's probably not too late to begin saving. mark for My Articles similar articles
AskMen.com
Ross Bonander
Fatherhood Guide: Setting An Example The following presents some tips on how to set an example for your child. While much of this piece pertains to young children under the age of 8 or so, the issue itself is germane to kids of all ages. mark for My Articles similar articles
ifeminists
December 21, 2005
Leving & Sacks
Federal Child Support Enforcement Cuts Will Hurt Bureaucrats, not Children For too long American child support policies have been determined by politics instead of common sense; the mantra of "help women and children" has allowed large-scale abuses and waste to go unchallenged. mark for My Articles similar articles
ifeminists
July 8, 2007
Stephen Baskerville
Welfare and the "Road to Serfdom" As conservatives congratulate themselves on ten years of welfare reform, they need to start looking at the larger picture and all that was left undone. mark for My Articles similar articles
The Motley Fool
February 16, 2007
Mary Dalrymple
Debt and Kids These Days ... Tread carefully when considering whether to offer financial help to an adult child. mark for My Articles similar articles
ifeminists
January 17, 2007
Leving & Sacks
When Beating up on 'Deadbeat Dads' is Unfair By federal law, child support orders cannot be retroactively modified, no matter how mistaken, misguided or ridiculous. Even men who fell behind on their child support because they had heart attacks, broken legs or cancer cannot have their arrearages eliminated. mark for My Articles similar articles
ifeminists
April 21, 2004
Tony Zizza
"Discipline, No Television, No Kidding" Today, children have a better relationship with their "own" television than with their parents and peers. mark for My Articles similar articles