| Similar Articles |
|---|
 |
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   |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
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
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Investment Advisor
October 2007
Olivia Mellan |
Brother and Sister, Where Art Thou? Some financial advisors think kids from the same family should all get along great. But that is not so. Siblings may share chromosomes, but often have completely different money personalities. |
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
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
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. |
Investment Advisor
December 2005
Olivia Mellan |
The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality. |
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. |
Registered Rep.
February 7, 2014
Hartley & LeBlanc |
Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind? |
The Motley Fool
July 14, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Fiscal Family Feuds When money is involved, even close family ties can break. Get your financial relationship questions answered here! |
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
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
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. |
Financial Planning
May 1, 2006
John Parise |
Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business. |
Financial Planning
August 1, 2009
Karen Lee |
A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success. |
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. |
The Motley Fool
November 10, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Old Money Wounds When families fall out with each other over money, everyone loses. Get your financial relationship questions answered here! |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
May 2009
Olivia Mellan |
The Psychology of Advice: The Madding Crowd If you're having difficulty managing versions of controlled panic in your clients (or yourself), take note of the situations. |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
ifeminists
September 29, 2009
Wendy McElroy |
Permanent alimony is slavery How the family court system is financially destroying men and women who marry unwisely and, then, are forced to pay for that mistake for the rest of their lives |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
Fast Company
October 2013
Baratunde Thurston |
By My Mother's Model What are parents but a design team charged with raising their children to be productive, interesting contributors to society? |
Salon.com
May 8, 2001
Garrison Keillor |
Long-distance love I thought the Boyfriend away in graduate school was It, but then along came the Other Man, who lives right here... |
Registered Rep.
April 1, 2007 |
Juggling Loyalties Serving family members and close friends (and any referrals from them) can be a lucrative business for many registered representatives. Not surprisingly, however, many reps also find themselves in the middle of disputes when family situations and personal relationships change. |
Financial Advisor
March 2006
Roy Diliberto |
Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
BusinessWeek
August 6, 2007
Kerry J. Sulkowicz |
Nobody Loves A Tattletale How to curb tattling to the boss and mocking your superiors. |
AskMen.com
Simon Sinek |
Making Sacrifices No matter what path in life we choose, there is sacrifice. |
Investment Advisor
August 2008
Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities. |
Salon.com
April 24, 2002
Stephanie Zacharek |
"Murderous Maids" French director Jean-Pierre Denis provides a subtle, resonant retelling of one of the 20th century's most famous true-crime tales... |
