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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?
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.
Registered Rep. April 1, 2007 Kevin McKinley	Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow.
Investment Advisor October 2007 Kara P. Stapleton	The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later.
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.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Registered Rep. September 1, 2007 Kevin McKinley	The Great College Credit Test Here is why and how parents should make sure that their "adult" children's short-term financial irresponsibility doesn't delay or deny long-term financial security.
Registered Rep. April 10, 2012 Kevin McKinley	Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest.
BusinessWeek January 29, 2007	Philanthropy: Get 'Em Started Early PNC's Bruce Bickel explains how to teach your kids money management and charitable giving.
The Motley Fool June 18, 2004 Dayana Yochim	The Terrible Teens While your kids are still living under your roof, have "The Talk" -- the money talk, that is. Here are some tips on preparing your teen for the real world.
The Motley Fool February 26, 2007 Mary Dalrymple	Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how.
Job Journal October 20, 2013 Penelope Trunk	Lessons to Unlearn for Success at Work There's plenty that school doesn't teach you about work, and some of the things you learned may be working against you.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
U.S. Banker February 2007 Karen Krebsbach	'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early.
The Motley Fool November 21, 2006 Dan Caplinger	Get the FACTs, Jack With its numerous provisions designed to give you access to your credit information, FACT gives you a powerful arsenal that allows you to be proactive in managing your credit, far beyond just checking your monthly credit card statements for items you didn't buy.
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.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
Registered Rep. January 1, 2005 Anne Field	Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing.
The Family Room Gary Foreman	What to Teach Your Teens About Money There's an old saying that 'the apple doesn't fall far from the tree'. For those of you too young to have heard that phrase before, it means that children will be a lot like their parents... You have the opportunity to help shape your teen's money perspective.
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
Registered Rep. December 1, 2005 Anne Field	Finding Future Clients For the prudent advisor, an aging book calls for strategic planning -- and reaching out to younger clients. That can include targeting anyone from promising junior executives to the children of existing accounts.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
The Motley Fool December 3, 2008 Kristin Graham	A Fearful Outlook on the Economy Is this recession leading to the end of fiscal responsibility? One twenty-something journalist seems to think so.
The Motley Fool October 12, 2010 June Walbert	Tackling Debt Credit card debt is the most expensive and least rewarding kind of debt.
AskMen.com August 25, 2015 Ryan McKee	Money Lessons For Children Many parents leave their kids out of the conversation when it comes to financial matters.
The Motley Fool May 9, 2007 Mary Dalrymple	Million-Dollar Baby? Not quite, but expecting mothers can expect to spend. Here are a few ideas to help you keep more of your money in your savings or retirement account.
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.
The Motley Fool January 16, 2009 Dan Caplinger	The Best Hope for a Lasting Recovery Kids who get early experience with money are most likely to become responsible adults. With the right education, the next generation of investors can avoid many of the financial mistakes their parents and grandparents have made.
The Family Room November 2000 Mia Cronan	The Twelve Habits of a Highly Effective Mom Here you will find twelve areas that you may be able to relate to and mull over in determining what is important to you as a mother...
CFO February 1, 2007 Chuck Jaffe	The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them.
Registered Rep. April 13, 2011 Charles Paikert	Under-50s Seen as Lucrative Opportunity for Wealth Managers Wealth managers are ignoring potential clients under 50 years old at their own peril, according to a new study by Cisco Internet Business Solutions Group.
Searcher November 2005 Carol Ebbinghouse	Another Phine Kettle of Phish: Identity Theft Prevention Ten things to do today to protect yourself against identity theft.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
U.S. Banker April 2003 Matthew Miller	Skeletons in the Credit Closet A growing number of cash-strapped parents are stealing their kid's identity. The debt is piling up.
Financial Planning July 1, 2011 Donald Jay Korn	Identity Crisis Advisors should help clients protect themselves from identity theft.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
On Wall Street May 1, 2013 Lorie Konish	Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
The Motley Fool January 22, 2004 Selena Maranjian	10 Money Tips for Women Women's financial needs are a little different from those of men, since women tend to earn less and live longer. Don't let yourself become one of the too many women (and men!) who neglect to plan for their financial futures. Here are some tips to help you on your way.
The Motley Fool May 3, 2007 Dan Caplinger	Borrow When You Don't Need To You need to use credit to get good credit. Given how many ways your credit score gets used, not having an established credit history can be costly.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
The Motley Fool October 9, 2009 Dayana Yochim	It's OK to Talk About Loved Ones' Finances Steering clear of money topics is much worse than ignoring them.
The Motley Fool August 22, 2005 Dayana Yochim	Credit Scores Age Like Vintage Bordeaux From credit file conception to account closure, your credit score gets better with age.
The Motley Fool September 9, 2006 Elizabeth Brokamp	Give Your Kids Money Sense: Preschool & Elementary Parents, rejoice that it's back-to-school season, but remember that some lessons still start in the home. Managing money wisely is one of them.
PC Magazine August 22, 2008 Matthew D. Sarrel	Thwarting Identity Theft Identity theft has been a federal offense since 1998. But are we getting any better at dealing with it? Actually, we are. Here are several tips to prevent financial loss from identity theft.
The Motley Fool November 5, 2007 John Rosevear	How to Raise a Hedge Fund Whiz Teaching your children the basics of investing is a great way to give them an early edge in life.
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?
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
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.
The Motley Fool May 12, 2010 Dan Caplinger	3 Money-Smart Moves for Smart Grads There are certain things new college grads can start doing to make sure they get off on the right foot -- and build a solid foundation for the rest of their financial life.