financial incest n.—Gloss: Telling one’s children about family financial affairs in such a way or to such a degree that they learn too much and become overly concerned. «While experts say the current financial crisis is a good way...
minidorm n.— «Now financial planners and accountants are recommending a wrinkle on the same idea—the minidorm. To use this tactic, says James Avedisian, a tax partner with accountants Coopers & Lybrand, “buy a house on campus...
paraplanner n.— «Under the Australian model the financial planner still meets with the client and assesses their needs, but the actual plan is produced by the paraplanner in the back-office.» —“Paraplanners bolster advice...