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Financial Advisor October 2007 Roy Diliberto	Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
Investment Advisor August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Psychology Today Mar/Apr 2009 Jay Dixit	You're Driving Me Crazy! So often it's the pettiest problems that tear couples apart. How small irritants become big issues -- and what to do about them.
Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
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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.
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 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 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
Salon.com March 28, 2002 Ann Marlowe	Why do women wed? A new book argues that women put much more work into marriage than men do, and asks why they bother...
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
Investment Advisor June 2007 Olivia Mellan	Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life.
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 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.
Salon.com February 13, 2001 Garrison Keillor	My boyfriend reminds me of my mother He's trustworthy, loving and completely dedicated to me, but lately my carnal feelings have been directed elsewhere... etc.
The Motley Fool June 28, 2007 Rich Duprey	Avoid Costly Marriage Mistakes Don't become a statistic -- family finances are the issue which causes most marriage breakups.
Investment Advisor July 2007 Olivia Mellan	Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients.
Financial Planning November 1, 2005 Suzanne McGee	Why Can't We Be Friends? You socialize with your financial advisory clients. You know their dreams, fears and bad habits. How do you draw a professional line?
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
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Investment Advisor February 2009 Olivia Mellan	"Turn left!"--"No, right!" How can advisors deal with the complexities of refereeing a couple's differences in a highly uncertain atmosphere.
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.
Health January 2006 Dorothy Foltz-Gray	Be a Better Couple There's a new approach to helping you get closer: Couple CARE (Commitment And Relationship Enhancement) is a six-part series covering self-change, communication, intimacy and caring, managing conflict, sexual intimacy, and looking ahead.
Salon.com October 4, 2000 Jennifer Foote Sweeney	Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce...
Financial Planning June 1, 2013 Dave Grant	How to Ask the Toughest Questions Your employees, colleagues and clients have all been shaped by defining experiences. Take the time to learn them.
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.
Financial Planning August 1, 2006 Suzanne McGee	Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict.
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Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
The Motley Fool February 20, 2004	Protecting Your Credit From a Spouse There are things you need to worry about when marrying a person that has poor credit. Tips on how to maintain your good credit.
Financial Advisor February 2, 2009 Roy Diliberto	Building A Reservoir Of Good Will For Bad Times A benefit of caring is client loyalty and retention.
Salon.com July 3, 2001 Garrison Keillor	Solo blues Now that my friends are married, they seem to be allergic to socializing with an unmarried woman... For the last few years I have had a close friend with whom I have developed more than just a friendship... etc.
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.
Investment Advisor June 2008 Olivia Mellan	Pants on Fire Because a lack of truthfulness can sabotage your clients' financial plans, as well as their relationships with each other and with you, it's worth examining why people lie and how you can foster more honesty in your practice.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
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.
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.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
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.
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.
AskMen.com November 18, 2003 Eddie Chandler	Banish Regret For Good Many men constantly wonder how their lives would be now if they had done things differently in the past. Such regret is, more often than not, quite futile. As you go through life, it is better to accept your actions and inactions, and learn from them.
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.
Salon.com May 22, 2002 Julia Gracen	Truth and reconciliation Incest accusations of the recovered-memory craze tore families apart. Now one of its leaders wants to let bygones be bygones...
AskMen.com June 17, 2003 William Glass	Signs You're Ready To Be A Father You might begin to realize, perhaps for the first time, that fatherhood is a rewarding and fulfilling venture. Are you ready to be a father?
Inc. January 1, 2008	The Couch in the Corner Office Surveying the landscape of the CEO psyche.
Psychology Today Jul/Aug 2008 Kathleen McGowan	Typically Twisted Taboo impulses can be titillating... but more often they're a source of concern for those who harbor secret wishes or unusual desires.