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The Family Room
Marty W. Stewart
Five Secrets for Parents to Help Encourage Responsible Use of the Internet As technology progresses and children find even more need to use the Internet, parents must develop clear-cut and consistent rules while children are online. mark for My Articles similar articles
Registered Rep.
June 17, 2013
Kevin McKinley
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. mark for My Articles similar articles
Registered Rep.
August 20, 2012
Lynn O'Shaughnessy
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donald Jay Korn
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. mark for My Articles similar articles
Registered Rep.
February 25, 2015
Kevin McKinley
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. mark for My Articles similar articles
Financial Planning
September 1, 2011
Suzanne McGee
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. mark for My Articles similar articles
Financial Planning
January 1, 2009
Deborah Fox
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. mark for My Articles similar articles
Financial Advisor
March 2011
Caren Chesler
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. mark for My Articles similar articles
Financial Planning
August 1, 2009
Donald Jay Korn
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy mark for My Articles similar articles
Registered Rep.
May 1, 2008
Kevin McKinley
College Credit Parents reluctantly turn to public and private education loans. Their reticence is unfounded though, because it's much better to borrow money to pay for college than to not go at all. mark for My Articles similar articles
Financial Planning
December 1, 2005
Deborah Fox
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. mark for My Articles similar articles
Registered Rep.
April 10, 2012
Kevin McKinley
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. mark for My Articles similar articles
Investment Advisor
October 2007
Kara P. Stapleton
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. mark for My Articles similar articles
Registered Rep.
January 1, 2005
Anne Field
Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Anne Field
Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations? mark for My Articles similar articles
Financial Planning
October 2, 2007
Donald Jay Korn
Home Relief Lofty housing prices and tight credit are sending young people to the Bank of Mom and Dad. Should your clients open the discount window? mark for My Articles similar articles
ifeminists
December 17, 2002
Warren Farrell
How dads who can't be with their children can be 'with' their children Divorce leaves men ten times more likely than women to commit suicide. And for millions of men the double jeopardy of being a divorced man during the holidays is magnified when he has children he cannot see -- the holidays are the season of the Home Alone Dad. 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
Financial Advisor
December 2004
Gregory Bresiger
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. 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
June 18, 2004
Dayana Yochim
The Terrible Teens While your kids are still living under your roof, have "The Talk" -- the money talk, that is. Here are some tips on preparing your teen for the real world. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Anne Field
Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how. mark for My Articles similar articles
Financial Planning
June 1, 2011
Katie Kuehner-Hebert
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Mary Dalrymple
Lake Wobegon College Many financial aid administrators say parents have a false sense of security that their child's chosen college will help them pay the costs of their child's education. mark for My Articles similar articles
Financial Advisor
January 2012
Jerilyn Klein Bier
College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about. mark for My Articles similar articles
The Motley Fool
August 12, 2004
Robert Brokamp
I Eat My Children's Scraps Parents who want to retire have to be extra-vigilant (and brutally honest) about where their money goes. But it is all worth it. mark for My Articles similar articles
CFO
January 10, 2007
Marie Leone
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. mark for My Articles similar articles
Investment Advisor
December 2006
Mark Tibergien
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. mark for My Articles similar articles
Job Journal
August 5, 2012
Penelope Trunk
Brazen Careerist: The Age of Personal Responsibility We are living in an age where career success depends more and more on personal responsibility and initiative. mark for My Articles similar articles
Financial Advisor
October 2005
David J. Drucker
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. mark for My Articles similar articles
ifeminists
November 11, 2003
Wendy McElroy
Colleges Charge Big for Worthless Curricula Before they send their children onto a college campus in North America, parents should read two new reports. What passes for education at many universities is not merely an intellectual embarrassment; it is also tremendously expensive. mark for My Articles similar articles
U.S. Banker
April 2003
Matthew Miller
Skeletons in the Credit Closet A growing number of cash-strapped parents are stealing their kid's identity. The debt is piling up. mark for My Articles similar articles
U.S. Banker
February 2007
Karen Krebsbach
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. mark for My Articles similar articles
BusinessWeek
April 23, 2007
Christopher Farrell
Meet The Parents-Backed Mortgage Shared equity financing arrangement or a shared equity mortgage, is an increasingly popular way for family members, usually parents, to help their children meet today's home prices. mark for My Articles similar articles
Investment Advisor
January 2009
Lewis Schiff
What to Do with the Family Business If your client sells their business, would their children be in a better financial and personal position without the additional role of small business owner? mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? mark for My Articles similar articles
Registered Rep.
June 1, 2012
Lynn O'Shaughnessy
Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans. mark for My Articles similar articles
Registered Rep.
July 1, 2004
Kevin McKinley
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. mark for My Articles similar articles
Fast Company
Evie Nagy
Tiger Moms, Take Note: How Science Can Make You A Better Parent Fast Company spoke with New York University sociologist Dalton Conley about the principles in his new book on parentology, the importance of improvisation, and what parents can do to learn how to not freak out. mark for My Articles similar articles
Financial Advisor
January 2007
Marla Brill
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. mark for My Articles similar articles
Investment Advisor
August 2006
Olivia Mellan
The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety. mark for My Articles similar articles
Investment Advisor
January 2006
Olivia Mellan
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. mark for My Articles similar articles
Financial Planning
April 1, 2005
Mitchell Rose
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. mark for My Articles similar articles
Investment Advisor
October 2008
Olivia Mellan
Long-Term Losses How can you cut your losses when they keep going on and on? mark for My Articles similar articles
Financial Planning
December 1, 2007
Elizabeth O'Brien
Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need. mark for My Articles similar articles
Financial Planning
July 1, 2009
Scott Schutte
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? mark for My Articles similar articles
Entrepreneur
April 2010
Rosalind Resnick
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. mark for My Articles similar articles
Investment Advisor
November 2007
Mark Tibergien
Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation. mark for My Articles similar articles
BusinessWeek
July 2, 2009
Lauren Young
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. mark for My Articles similar articles