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The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 4 Managing a parent's finances takes a lot of hard work. You've gathered what data you need on your parent's finances. Here's how to put that information into action.  |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 2 You know you need to step in and manage a parent's finances. Now what?  |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money: Part 3 You're in charge of a parent's finances. Now you need to talk with the financial advisors. We'll show you how.  |
The Motley Fool August 31, 2006 Dan Caplinger |
Managing Mom's Money How to help when a parent is no longer able to manage financial matters.  |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.  |
The Motley Fool May 31, 2006 Dan Caplinger |
Estate Planning: Bringing Up a Child A successful estate plan must ensure that no matter what happens to the parent, there is a plan in place to care for the child's financial needs.  |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count Exactly how you integrate inherited assets into your own finances depends on a number of factors.  |
The Motley Fool September 15, 2006 Dan Caplinger |
Make Finances a Family Affair Handling your family's finances isn't just another chore. It's a responsibility that has a constant influence on every member of your family. Don't let one person control the purse strings. Get everyone involved.  |
The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.  |
The Motley Fool December 29, 2006 Dan Caplinger |
Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance.  |
Registered Rep. January 1, 2006 Susan Konig |
Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor.  |
Financial Advisor October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.  |
ifeminists April 19, 2006 David Heleniak |
False Domestic Violence Accusations Can Lead To Parental Alienation Syndrome If the DV restraining order system could be reformed so that only real victims obtained restraining orders and only real abusers were thrown out their houses, then the number of heart-wrenching PAS cases would be greatly reduced.  |
Registered Rep. August 1, 2005 Kevin McKinley |
Helping Heirs Get Theirs Typically, financial advisors are focused on estate planning on behalf of the older generation rather than for those on the receiving end. But since younger family members are likely to live (and be clients) longer, serving as an advocate for imminent inheritors can be quite rewarding.  |
ifeminists June 22, 2005 Tony Zizza |
18: A Spoiled Child Never Loves Its Mother Hold your 18 year-old (child) accountable for their actions even if by law in some areas they're legally an adult. There is no expiration date to parenthood and wanting to see your children evolve into good human beings.  |
Financial Planning July 1, 2006 Elizabeth O'Brien |
5 Questions: Sharyn Sooho An interview with co-founder of Divorcenet.com and a family law attorney for more than 30 years about how financial planners can help divorced parents deal with the challenges of paying for college.  |
The Motley Fool September 5, 2006 Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.  |
The Motley Fool June 14, 2006 Dan Caplinger |
Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.  |
The Family Room Elizabeth Pantley |
Elizabeth Pantley - Get Your Toddler to Cooperate! Preschoolers require more finesse to gain their cooperation, because they have not yet reached the age at which they can see and understand the whole picture....  |
Entrepreneur March 2005 Mark Henricks |
Parent Trap? Keeping mom or dad busy in their retirement years may be a noble reason to hire them, but be sure you know what you're getting into first.  |
The Motley Fool September 15, 2011 Chris Hill |
Netflix Down 40% in 2 Months. What Now? A look at today's podcast: Shares of Netflix fall another 20%... To what extent will Amazon.com be able to capitalize on Netflix's recent woes?...  |
The Motley Fool June 2, 2011 Chris Hill |
Hot Stocks in a Cool Market In our podcast we discuss Bridgepoint Education, Apollo Group, and Kaplan parent company Washington Post among others.  |
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.  |
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.  |
The Motley Fool June 1, 2005 |
When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.  |
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?  |
BusinessWeek October 3, 2005 Toddi Gutner |
Passing On Your Home -- Painlessly A Qualified Personal Residence Trust may spare your kids gift taxes.  |
AskMen.com Nick Kennedy |
Money Management: Take Control Of Her Finances Follow the money management steps below and take control of her finances without upsetting the couple dynamic.  |
The Motley Fool November 16, 2006 Dan Caplinger |
Second Marriages With Kids: Part 2 Second marriages, and the possible resulting family structure -- with stepchildren potentially on both sides of the family with half-siblings in the middle -- can wreak havoc on conventional financial and estate planning.  |
Financial Planning December 1, 2010 Scott Schutte |
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families.  |
The Motley Fool February 9, 2007 Dan Caplinger |
I Love Trusts If you want to make sure your loved ones are protected after you're gone, trusts are the ticket to sleeping better at night.  |
Financial Planning October 1, 2011 Ingrid Case |
Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.  |
The Motley Fool October 25, 2006 Dan Caplinger |
Save Your Marriage! Don't let your marriage be a casualty of money worries.  |
Financial Advisor April 2008 Gail Liberman |
Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls.  |
AskMen.com December 9, 2001 Rashmikant Patel |
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?  |
BusinessWeek July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death  |
BusinessWeek July 12, 2004 Howard Gleckman |
When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.  |
Psychology Today May/Jun 2007 Mark Teich |
House Divided: Hate Thy Father In an era of bitter divorce battles, parents often use children as hammers to bash each other, manipulating not only the legal system but also their children's affections. Can a broken parent-child bond be restored?  |
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 September 15, 2004 K. C. Wilson |
The Subversion of Child Support Child support in the U.S. would do better to assume no greater ambition than cover normal child costs. It would serve children better, which it is what it's supposed to do, not adult needs nor other social or economic agendas.  |
Job Journal May 2, 2004 Marty Nemko |
Quick Fix: Check Your Emotional Baggage Past experiences can offer insight into future actions, especially in the workplace.  |
Investment Advisor May 2007 Kara P. Stapleton |
Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.  |
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.  |
Job Journal October 19, 2008 Marty Nemko |
Quick Fix: Check Your Emotional Baggage What to do when a person or situation makes you feel uncomfortable at work.  |
Investment Advisor October 2005 Karen C. Altfest |
Gender Focus Do most financial advisors fully understand how best to engage women and assist them in achieving their financial goals? Learning how women feel about their own financial prowess that can enable planners to more effectively understand women as clients.  |
The Motley Fool April 11, 2007 Dan Caplinger |
Should You Work or Stay at Home? For some families, having a stay-at-home parent is the best financial choice.  |
On Wall Street December 1, 2011 Ann Marsh |
All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.  |
The Motley Fool February 18, 2010 Jim Royal |
Here's Where to Find the Explosive Returns You have to look for special situations. Why are spinoffs so successful?  |
ifeminists September 8, 2004 K. C. Wilson |
Child Support Deviation for CP's Tax Benefits You can easily lower your child support significantly at your next legal opportunity by asking for a deviation in consideration of the many tax benefits the custodial parent gets that already cover many child costs.  |
The Motley Fool October 31, 2005 Rich Smith |
7-Eleven Worth Much More Shareholders have little incentive to worry over the details of their company's performance anymore. A week ago the company's Japanese parent agreed to up its previous buyout price by 15% and acquire 7-Eleven for $37.50 per share.  |