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Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
Financial Advisor June 2012 Jeff Schlegel	The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors.
Financial Planning December 1, 2007 Barbara H. Cane	Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones.
Financial Planning November 1, 2010 Jim Grote	Special Cases Minoti Rajput, CFP, president and principal advisor of Secure Planning Strategies in Southfield, Mich., maintains a general financial planning practice and a specialized practice for families of children with disabilities.
Financial Planning September 1, 2005 M. Michael Babikian	A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones.
Financial Planning September 1, 2011 Ed Slott	Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses.
The Motley Fool September 14, 2005	You May Need Disability Insurance Disabilities usually happen to those who least expect them. Be prepared.
Financial Advisor November 2005 Karen DeMasters	When Grandparents Raise Grandchildren Some financial advisors have developed an expertise in helping families work through the financial issues involved when grandparents are raising grandchildren.
American Family Physician November 1, 2001 Bruce A. Barron	Disability Certifications in Adult Workers: A Practical Approach Strategies that help the physician complete disability certification forms effectively...
BusinessWeek May 31, 2004 Toddi Gutner	Disabled -- But Financially Secure Supplemental care trusts provide for an offspring without forfeiting public aid. A look at Merrill Lynch's Special Needs Financial Services group.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves.
Financial Advisor November 2006 Karen DeMasters	Special Needs, Special Advisor This former small-town mayor and now independent financial planner and president of a successful fee-based money management firm takes time out for folks with special needs.
The Motley Fool October 25, 2004	Do You Need Disability Insurance? There's a good chance you'll become disabled for a while. Are you protected?
Financial Advisor June 2004 Jeff Schlegel	Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members.
The Motley Fool July 8, 2004	Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day.
Financial Advisor May 2005 Dorothy Hinchcliff	A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring.
The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared.
The Motley Fool May 23, 2006	Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it.
Financial Planning November 1, 2011 Donald Jay Korn	Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong.
ifeminists April 13, 2005 Wendy McElroy	Disability Must Be Defined Before Debated The heart-wrenching death of Terri Schiavo has made the issue of disability a matter of debate. Two questions should lay the foundation for any deliberation: What does it mean to be disabled? And how should "normal" people react to those with disabilities?
The Motley Fool November 28, 2005	Defining the Term "Disabled" Disability insurance is pricey because there's a good chance you'll need it. It is a dangerous thing to ignore.
The Motley Fool March 28, 2005	What Happens If You Can't Work? Know what to look for in disability insurance.
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 June 28, 2006	"Disabled" May Not Mean What You Think Even pregnancy and recovery from it can qualify as disabilities in some insurance plans.
Financial Planning August 1, 2008 David Grau	Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business.
Financial Advisor September 2008 Wayne von Borstel	Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached.
The Motley Fool October 16, 2006 Tim Beyers	Foolish Advice on Disability Insurance The odds that you'll be out of work for an extended period are greater than you think.
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 September 15, 2004	"Disabled" May Not Mean What You Think In the disability insurance field, the term can cover anything from broken legs to brain injuries.
The Motley Fool November 10, 2007 Elizabeth Brokamp	Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking.
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.
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Financial Planning July 1, 2013 Ilana Polyak	Disability Insurance: Are You Protected? Advisors need to think about disability insurance coverage for both themselves and their clients.
The Motley Fool August 25, 2006 Roy Lewis	Disability Penalty Exceptions When is "disabled" not "disabled?" Tax Court rulings on qualified plan distributions have the answer.
The Motley Fool April 1, 2004 Selena Maranjian	Prepare to Be Disabled Disability insurance is expensive -- because you stand a good chance of needing it. Disability insurance is in many ways more important than life insurance, yet it's overlooked by the vast majority of Americans.
Entrepreneur September 2004 Jacquelyn Lynn	On the Disabled List? The average American worker has a 1 in 3 chance of becoming disabled for 90 days or more during his or her working years. So it makes sense to include disability insurance in your benefits package.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Foundation News & Commentary Nov/Dec 2005 Argoff & Rousso	Hardest Hit and Least Protected People with disabilities and older adults suffered the brunt of the Gulf and Atlantic Coast hurricanes. This is what grantmakers can do to help them.
The Motley Fool December 24, 2007 Rich Duprey	Don't Let Social Security Disable Your Future With a growing backlog of disability claims, you may be waiting awhile if you rely on the government to protect you.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
The Motley Fool August 3, 2004	Ruptured Appendix? Torn ACL? How good is your disability insurance policy?
Job Journal October 12, 2003 Lacey Salter	Lending a Hand Can Be a Noble Calling Many find rewarding careers in helping people with disabilities.
The Motley Fool August 31, 2006 Dan Caplinger	Managing Mom's Money: Part 5 Managing a parent's finances requires dedication, hard work, tenacity, and fortitude. Here's how to keep a parent's finances running as smoothly as possible.
Job Journal October 5, 2008 Newman & Carr	When Co-workers Have Disabilities All workers bring strengths and weaknesses, but it's always a team effort.
Investment Advisor July 1, 2011 Marlene Y. Satter	Rx for Disability Your physician and dentist clients in search of coverage may be interested in a different definition of disability.
The Motley Fool June 13, 2006 Dan Caplinger	A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives.