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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?   |
Investment Advisor
May 2010
Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
On Wall Street
June 1, 2012
Alan J. Foxman |
Keeping Client Secrets I have a husband and wife who are both clients of mine. Recently, the wife inherited some money and doesn't want her husband to know what she's doing with it. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Registered Rep.
September 22, 2010
Kevin McKinley |
Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Foundation News & Commentary
Mar/Apr 2006
Marcia Sharp |
The First 30 Days Executive transitions in foundations can often be described as the inexperienced meeting the unclear. Here is advice to new foundation CEOs on how to make the most of the first 30 days on the job. |
Registered Rep.
June 1, 2004
John Churchill |
Behind Every Great Man When you're talking to married financial clients, are you directing your eye contact solely to the husband? Do you slow your speech, to the point of condescension, when you address the wife? |
Entrepreneur
October 2003
Aliza Pilar Sherman |
For Better or... How women entrepreneurs strike a balance between business and marriage |
Job Journal
February 10, 2008
Marty Nemko |
Quick Fix: Housing's True Cost What to do when the high cost-of-living encroaches on your career options. |
Investment Advisor
March 2006
Olivia Mellan |
The Psychology of Advice: Tax Evasiveness Taxes are what we pay for civilized society, said Justice Holmes. But how can you handle financial advisory clients who don't want to pay? Here some situations and how to handle them. |
The Motley Fool
March 15, 2006
David Braze |
Social Security and Your Spouse What will your spouse get from Social Security? |
ifeminists
February 16, 2005
Wendy McElroy |
Spousal Rape Case Sparks Old Debate When indications of violence are absent, it is reasonable for the legal system to require a higher standard of evidence to convict a husband of rape. |
Outside
May 2008
Jason Daley |
Forget Me Not Jennifer Lowe-Anker, the wife of a mountaineer killed in an avalanche, shares the harrowing tale from her perspective in this new book. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
