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Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Financial Advisor June 2010 Eric Uhlfelder	Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
Financial Planning April 1, 2012 Donna Mitchell	The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
BusinessWeek November 22, 2004 Gleckman & McNamee	What's Ahead For Social Security President George W. Bush has interpreted his reelection as a mandate to restructure the troubled Social Security system. Can Bush's proposed private accounts fix the system's fiscal troubles?
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Registered Rep. May 1, 2004 Susan L. Hirshman	Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October.
Financial Advisor October 2006	Frontline News Many Planners Underwhelmed By Software... EISI Buys Financial Profiles... Affluent Ignore Retirement Planning, Survey Finds... Skip Viragh Award Goes To Evensky And Hopewell... Oxford Financial Names Investment Chief... etc.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Registered Rep. July 5, 2012 Lauren Barack	Let it Ride? Hardly. New software addresses the security needs of risk-weary investors approaching retirement. Financial advisors who ignore these concerns risk watching assets walk out the door.
Financial Advisor June 2012	LPL Financial Launches Rollover Program LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans.
Financial Planning February 1, 2007 David Macchia	Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
Financial Advisor March 2012 Jim McConville	Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition.
BusinessWeek January 24, 2005 Howard Gleckman	The Beltway Battle Ahead If Bush is willing to deal, he'll have a chance to fix Social Security, say both Democratic and Republican insiders. But he'll need to build bridges with Democrats and sell economic conservatives on compromise.
Financial Planning June 1, 2012 Katie Kuehner-Hebert	A Bigger Pie If clients are dissatisfied with how much money they're saving for retirement, most wealth managers advise cutting back on expenses. Advisors should also help clients find ways to boost their incomes.
The Motley Fool December 22, 2006 Dan Caplinger	Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Financial Advisor July 2006 Bruce W. Fraser	Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
Financial Planning October 1, 2008 Jeanne Lee	Weathering the Storm These days, small business clients are suffering from shrinking revenues and personal retirement accounts. As a financial advisor, you can offer strategies to help business owners cope.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
Financial Planning August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
Investment Advisor May 2006 Melanie Waddell	Retirement Planning: News & Products CCA Small Business Group recently launched a new version of its MyMax individual defined benefit plan called OurMax... Vanguard added five new funds to its Target Retirement Funds lineup... etc.
The Motley Fool September 27, 2010 Selena Maranjian	Build a Better Retirement Plan Learn how to make the most of retirement plans available to you.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
The Motley Fool July 28, 2008 Chuck Saletta	What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do.