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Investment Advisor August 2007 Olivia Mellan	Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor.
Investment Advisor December 2009 Olivia Mellan	The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Investment Advisor May 2008 Olivia Mellan	Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc.
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
Investment Advisor March 2010 Olivia Mellan	Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
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 January 2008 Olivia Mellan	Splitting Heirs When parents and children are involved in divorce-related issues, it will be difficult (if not impossible) for an investment advisor to recommend financial strategies if they are still nursing unresolved wounds, anger, feelings of betrayal, or a thirst for revenge.
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.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: I Me Mine Problems can arise when you have financial advisory clients who insist on putting themselves first. Here's how to emotionally help these people broaden their perspective.
Investment Advisor August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
Financial Advisor June 2011 Roy Diliberto	Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money.
Financial Planning September 1, 2013 Miriam Rozen	How to Have the Money Talk With Kids Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
Investment Advisor October 2009 Olivia Mellan	Give and Take Lately, many clients who want to share their wealth are finding they may not have enough of it left. A look at the state of charitable giving, and how advisors should deal with those in a state over having their philanthropic dreams dashed.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
Investment Advisor January 2007	Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude.
Investment Advisor January 2010 Olivia Mellan	The Psychology of Advice: The Gift to Be Simple If you or any of your clients are mulling over how to create a simpler lifestyle, these comments may help.
Investment Advisor April 2007 Olivia Mellan	Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship.
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.
Investment Advisor October 2006 Olivia Mellan	Nothing but Fear Itself When clients are grappling with psychological fears that exceed their tolerance level, financial advisors may be able to help them calm down and deal with their hobgoblins in a more rational way. Here, for example, are ideas on how to handle a number of scary situations.
Investment Advisor July 2006 Olivia Mellan	The Psychology of Advice: Unreal Estate With real estate prices having set new records in many areas of the country, clients' attitudes toward real property may lead to emotionally loaded financial questions or disputes that end up in your lap. Here are some ways you might approach helping clients sort out their options.
Investment Advisor March 2007 Olivia Mellan	Do You Believe in Magic? When it comes to financial matters, clients may think or act in seemingly irrational ways due to their fear of bad luck, their hopes for good fortune, or a belief that a certain outcome has resulted solely from chance. If you encounter such situations, here are some ideas on how to handle them.
Investment Advisor March 2009 Olivia Mellan	Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this.
The Motley Fool April 27, 2006 Elizabeth Brokamp	Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers.
Financial Advisor November 2007 Mitch Anthony	Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know.
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.
The Motley Fool June 24, 2010 Dayana Yochim	3 Things Your Advisor's Too Scared to Tell You Man up, America: These are harsh words you need to hear about retirement savings, estate planning, and personal financial planning.
Financial Advisor August 2008 Eric Rasmussen	A House Divided Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids.
Investment Advisor June 2007 Olivia Mellan	Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life.
Financial Planning July 1, 2006 John J. Bowen	Digging Deep One of the most important conversations you can have with your financial advisory clients is about their values. Once you are proficient at helping clients determine what their deepest values are, you'll have a solid basis for building trust and lasting client relationships.
The Motley Fool January 21, 2011 Robyn Gearey	Give Your Kid Some Credit Kids are never too young to learn how to save and spend -- smartly.
The Family Room Mia Cronan	That Very First Day of Kindergarten This year my oldest daughter starts school, and as certain as I am that I'll be more traumatized than her, I know that this is a very big step in her sweet life, and I want to make the most of it for her and later for her little sisters.
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.
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.
The Motley Fool December 8, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Rejecting the Gift Horse When someone gives an inappropriate gift to your child, what should you do? Get your financial relationship questions answered here!
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
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?
Investment Advisor December 2007 Robert F. Keane	A Matter of Principle In helping clients, financial advisors do good by giving good advice.
The Motley Fool December 6, 2010 Dayana Yochim	3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good.
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
AskMen.com Mr. Mafioso	Mafioso: Keeping Women In Check Here are some pointers on what roles the females in your life should play and what you gotta do about keeping women in check.
Financial Planning March 1, 2013 Ingrid Case	College Housing for Clients' Kids? Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
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.
Registered Rep. February 24, 2011 Kevin McKinley	Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents.
Financial Advisor November 2010 Mitch Anthony	Skin In The Game Why your clients' kids should pay for part of their college educations.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.