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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.
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 September 1, 2011 Martha C. White	Commingled Finances Advisors need to take extra steps in all the issues that couples face.
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.
Financial Advisor May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
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.
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.
Financial Planning November 1, 2005 Donald Jay Korn	Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition.
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.
BusinessWeek December 3, 2009 Chris Farrell	Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families.
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 February 1, 2011 John Knowlton	The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.
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.
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.
The Motley Fool August 5, 2004 Dayana Yochim	Money Worries for the Unmarried Your love may be strong, but your financial rights are tenuous if it's not official.
The Motley Fool September 15, 2005 Dayana Yochim	Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies.
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 Planning May 1, 2011 Donald Jay Korn	Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009.
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.
The Motley Fool March 13, 2007 Dan Caplinger	3 Ways to Protect Your Spouse Add these financial tips to your wedding vows. 1. Get some insurance... 2. Write a will... etc.
Financial Planning March 1, 2011 Donald Jay Korn	Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
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.
Investment Advisor March 2007 Tere D'Amato	Rich Spouse, Poor Spouse New estate planning techniques may help your financial advisory clients tackle common problems. As with all estate planning, the guidance of an experienced estate planning attorney is key.
Psychology Today May/Jun 2006 Jillian Straus	Lone Stars: Being Single The hard demographic fact that you will likely spend most of your life on your own is reshaping singlehood into a satisfying destination rather than an anxiety-ridden way station. Welcome to the richly diversified world of today's singles.
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.
Financial Planning February 1, 2007 Bob Veres	Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours.
Registered Rep. February 24, 2015 John Kador	Love and Marriage To better advise married couples, advisors should be informed.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Planning April 1, 2005 Donald Jay Korn	The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.
The Motley Fool March 8, 2004 Dayana Yochim	Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want.
Financial Planning August 1, 2007 Barbara H. Cane	The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
Financial Planning November 1, 2008 Tom Riekse Jr.	Care for the Caregivers Caregivers -- a high percentage of whom are women -- begin thinking about the impact that health problems could have on their family. Financial planners should know how to address their concerns.
Financial Advisor May 2007 Tracey Longo	Unfulfilled Promises? With LTC insurance sales down in 2006, here's what some financial planners are doing to pick up the pace.
Entrepreneur August 2007 Mark Henricks	Keep Your Single Staff in Mind Play fair with single employees' benefits if you want them to stick around. Single employees don't usually demand the flexible work schedules that those with families often do, and they don't always appreciate it when married workers get special privileges.
Financial Advisor August 2012 Jeffrey H. Rattiner	Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce.
Financial Advisor May 2012 Joel P. Bruckenstein	Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question.
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.
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.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Registered Rep. February 24, 2005 Will Leitch	Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years."
Financial Advisor January 2006 Jeff Schlegel	The Big Train Wreck Coming Baby boomers on the whole are facing stiff head winds as they near retirement, and that presents a lot of opportunities -- and challenges -- for financial advisors.
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.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
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.