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The Motley Fool
April 21, 2004
Robert Brokamp
The Fooly-Wed Game Here's a quick, fun way of finding out how much you and your better half agree about money. mark for My Articles similar articles
The Motley Fool
June 16, 2010
Dayana Yochim
The Leading Cause of Relationship Stress: Money Rich, poor, young, old -- we all have money tiffs. Here are six ways to keep things happy on the home front. mark for My Articles similar articles
The Motley Fool
July 12, 2004
Dayana Yochim
Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding. mark for My Articles similar articles
The Motley Fool
June 29, 2007
Elizabeth Brokamp
Cool-Down: How to Stay in Financial Shape Your efforts to improve your communications around money won't just have a good effect on your bottom line; they're likely to improve the overall health of your marriage. mark for My Articles similar articles
The Motley Fool
April 20, 2010
Dayana Yochim
The First Step to Financial Happiness It's best to line up your trusted advisors before emergency strikes. mark for My Articles similar articles
The Motley Fool
August 12, 2006
Elizabeth Brokamp
Couples, Sex, and Money Whispering sweet finances in your special someone's ear? No? Maybe you should be. Whatever your money issues, resolve to face them today. Knowing you can count on your spouse isn't the flashy kind of sexy, but it's the sort of allure that lasts. mark for My Articles similar articles
The Motley Fool
May 18, 2007
Elizabeth Brokamp
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here! mark for My Articles similar articles
The Motley Fool
March 26, 2010
Dayana Yochim
Money Advice From John Lennon Don't let life pass you by. Plan for it. mark for My Articles similar articles
The Motley Fool
July 31, 2008
Elizabeth Brokamp
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 14, 2006
Dayana Yochim
Don't Let Money Kill the Mood First comes love, then comes marriage. Next comes the hard part -- money. But if you can find ways to successfully navigate the money minefield, your relationship has exponentially that much more of a chance of succeeding. mark for My Articles similar articles
On Wall Street
February 1, 2012
Denise Federer
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. mark for My Articles similar articles
The Motley Fool
May 5, 2007
Elizabeth Brokamp
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
July 2009
Andrew Gluck
Advisors Who Get Fired In tough times, good advisors should be able to broach touchy subjects with their clients. mark for My Articles similar articles
Financial Advisor
April 2007
Marla Brill
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. mark for My Articles similar articles
The Motley Fool
April 20, 2010
Dayana Yochim
Stop Investing Like You're Still in College Over time our minds, metabolism and money issues change. Plan accordingly. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 24, 2003
Robert Brokamp
Your Financial Checkup Life has a way of outdating even the best financial plan. We'll help you give your finances a once-over. mark for My Articles similar articles
Financial Planning
August 1, 2013
Ingrid Case
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. mark for My Articles similar articles
The Motley Fool
March 2, 2006
Dayana Yochim
Big Money Blunders to Avoid Real estate, college costs, family finances, death and divorce. We asked Sheryl Garrett, the financial planner to the people, for advice on avoiding the monumental money blunders before they occur. mark for My Articles similar articles
On Wall Street
October 1, 2012
Elizabeth Wine
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2012
Bill Bachrach
More Vacation Take more real vacations to be a better and more successful financial advisor. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
June 1, 2007
Marie Swift
Great Communicators Learning to listen and express yourself clearly is the most important part of financial advisors' marketing strategy. mark for My Articles similar articles
Financial Advisor
December 2006
Mary Rowland
The Real Scoop On Manipulating The Press Financial advisors need to understand that talking to journalists is not a substitute for working on a marketing plan. mark for My Articles similar articles
The Motley Fool
March 31, 2010
Dayana Yochim
Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now. mark for My Articles similar articles
The Motley Fool
October 30, 2006
Dan Caplinger
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. mark for My Articles similar articles
Financial Planning
October 1, 2009
Susan B. Weiner
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. mark for My Articles similar articles
Entrepreneur
October 2005
Nichole L. Torres
For Better or Worse Look no further for a business partner. You may already have a perfect match - your spouse. mark for My Articles similar articles
Financial Planning
September 1, 2010
Donna Mitchell
Mass Market The Garrett Planning Network has brought a lot of attention to the middle class as an underserved market for financial planning services. mark for My Articles similar articles
The Motley Fool
March 22, 2010
Robert Brokamp
Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply. mark for My Articles similar articles
Registered Rep.
November 6, 2012
Kathleen Burns Kingsbury
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. mark for My Articles similar articles
Registered Rep.
October 1, 2002
Ruth Halcomb
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Dan Caplinger
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. mark for My Articles similar articles
The Motley Fool
November 11, 2004
Robert Brokamp
Wall Street's Big, Dirty Secret How they use your retirement money to fund their retirement. Here's how you can separate the good advice from the greedy advice. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 25, 2006
Dan Caplinger
Save Your Marriage! Don't let your marriage be a casualty of money worries. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Need a CFP? Tips on getting money advice and a solid financial plan without pain. mark for My Articles similar articles
The Motley Fool
March 12, 2010
Robert Brokamp
The Evidence Against Buy and Hold, and Why You Should Do It Anyway Learn the facts about the strategy to buy and hold. mark for My Articles similar articles
Financial Planning
September 1, 2011
Martha C. White
Commingled Finances Advisors need to take extra steps in all the issues that couples face. mark for My Articles similar articles
The Motley Fool
September 15, 2005
Dayana Yochim
Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies. mark for My Articles similar articles
The Motley Fool
March 26, 2010
Dayana Yochim
The Hidden Fortune You Just Tossed In the Trash You're losing some serious cash every time you ignore your money "to do" list. mark for My Articles similar articles
Financial Planning
December 1, 2009
Deena Katz
Can We Talk? When working with clients (in fact, with everyone), we need to understand that each of us experiences the world differently. mark for My Articles similar articles
Financial Planning
April 1, 2008
Bob Veres
The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry. mark for My Articles similar articles
Registered Rep.
February 24, 2015
John Kador
Love and Marriage To better advise married couples, advisors should be informed. mark for My Articles similar articles
Financial Advisor
November 2008
Wayne von Borstel
The Heart Of The Issue One advisor makes tape recorded conversations of his clients lives, both to understand them better and to create a lasting legacy for their families. mark for My Articles similar articles
The Motley Fool
October 10, 2006
Dayana Yochim
Money and Mr. Right Now First comes love. Then comes marriage. Then comes divorce and the blush of a new love. Then comes marriage again, and the host of financial issues that come with it. Here are four tips for untangling the finances of the previously entangled. mark for My Articles similar articles