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Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
On Wall Street July 1, 2011 Keith J. Weber	A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives.
Registered Rep. October 1, 2006 Halah Touryalai	Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says.
Wall Street & Technology March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
Financial Planning September 1, 2006 Dan Wheeler	Boomer Bust? The coming boomer retirement wave has spawned much conjecture on what will happen to the stock market. Here's what to consider.
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.
Financial Planning January 5, 2008 Stacy Schultz	5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc.
The Motley Fool August 26, 2011 Morgan Housel	Baby Boomers: The Biggest Threat to Your Investments? Don't count on it. According to a recent Federal Reserve paper, retiring baby boomers could sink the stock market over the coming decades.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
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.
Job Journal January 27, 2008 Michael Kinsman	Career Pros: Oldest Boomers Eager to Retire Contrary to analysts' predictions, some baby boomers are calling it quits.
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Planning April 1, 2007 David J. Drucker	Doing Decumulation Isn't "decumulation planning" the same retirement income planning process independent advisors have engaged in for decades?
Financial Advisor November 2012	Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65.
Investment Advisor January 2008 Kara P. Stapleton	FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner.
Registered Rep. January 14, 2004 John Churchill	Baby Boomers Zero in on Retirement As the baby boomer generation nears retirement age, the financial issues that weigh heaviest on their minds are shifting. According to a study released yesterday, baby boomers have switched their financial focus from providing for children to planning for retirement.
Bank Technology News September 2006 John Adams	Retirement Planning: When Social Security, Pensions Retire... Social Security is waning, and employers are getting out of the pension game. That leaves an open retirement market for brokerages, particularly the Web-savvy.
The Motley Fool May 23, 2007 Jill Ralph	Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
The Motley Fool March 22, 2005 Selena Maranjian	How Boomers Will Retire Our retirements will differ greatly from those of our moms and dads. If you're invested in companies that rely heavily on employee knowledge, give some thought to the aging of the employee base and how it might affect the firm's future.
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. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
The Motley Fool December 30, 2003	How Much Do You Need to Retire? Plan for some comfortable golden years.
Financial Planning February 1, 2007 Elizabeth O'Brien	White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement.
Investment Advisor August 2008 Melanie Waddell	Consolidation Crunch Retiring boomers' shedding of products and services presents challenges for advisors.
ifeminists March 26, 2009 Gordon E. Finley	Demography and Economy: The Good, the Bad, and the Ugly The release of preliminary childbirth data from the National Center for Health Statistics (NCHS) shows records births for 2007. This is bad news when the economy is struggling.
The Motley Fool March 19, 2010 Mike Pienciak	The Unseen Risk Stalking Your Portfolio Generational shifts threaten U.S. stocks. The pace at which boomers decide to liquidate retirement accounts could determine the overall direction of U.S. stock prices.
U.S. Banker October 2008 Anthony Malakian	With Their Golden Years Ahead, Boomers Fear Shortfalls As the markets decline and Boomers wade through mountains of investment information, their stress levels are rising-and so is the pressure on financial advisors to perform.
Investment Advisor December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
Real Estate Portfolio May/Jun 2001 Jack McAllister	On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks...
On Wall Street October 1, 2008 Judith Schoolman	5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income.
Investment Advisor May 2007 James J. Green	They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount.
CRM February 2012 Paul Hyman	Baby Boomers: Every Silver Lining Has a Touch of Grey While the oldest members of this generation are starting to retire, marketers should not panic -- many members of this cohort will be working for years to come.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Financial Planning September 1, 2008 Stacy Schultz	Keep Working -- Or Not? The boomers who currently lead our businesses and political institutions need to reinvent retirement and create a more flexible labor market that enables and encourages this generation to work and save later in life.
Financial Advisor January 2006 Jeff Schlegel	The Big Train Wreck Coming Baby boomers on the whole are facing stiff head winds as they near retirement, and that presents a lot of opportunities -- and challenges -- for financial advisors.
On Wall Street March 1, 2012 John Diehl	The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging.
The Motley Fool December 6, 2008 Selena Maranjian	Is Your Retirement Being Destroyed? It's true that everyone is hurting right now. But those who are planning to retire soon face some particular challenges.
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.
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.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
Financial Advisor October 2012 Evan Simonoff	Imagine 2017 If the behavior of the stock market in August and early September is any indicator, a return to good times is not far around the corner.
The Motley Fool January 20, 2011 Chuck Saletta	Financial Tips for Boomers Nearing Retirement By better diversifying their portfolio across asset classes with new investments as they continue to sock away money for their retirement, Boomers can both grow and protect their nest eggs.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
Registered Rep. June 14, 2013 Mark Miller	The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on.
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.