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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. |
Registered Rep. June 17, 2013 Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor March 2011 Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
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 |
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. |
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. |
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. |
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. |
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. |
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? |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor October 2008 Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
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. |
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? |
Entrepreneur April 2010 Rosalind Resnick |
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. |
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. |
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. |