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Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
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.
Salon.com October 27, 2000 Cathy Young	One good reason to vote for Bush Social Security is on its last legs, and the limited privatization backed by the GOP candidate can save it. But Al Gore won't even admit there's a problem...
The Motley Fool December 30, 2003	How Much Do You Need to Retire? Plan for some comfortable golden years.
Financial Planning April 1, 2005 Donald Jay Korn	The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
The Motley Fool January 7, 2009 Selena Maranjian	Pump Up Your Portfolio Just because the market has taken a chunk out of your retirement lately doesn't mean all is lost. These small actions can have big ramifications.
Financial Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
Registered Rep. July 12, 2011 Mark Miller	About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.
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.
The Motley Fool May 15, 2006 Robert Brokamp	Retirement Tip: Pay More Taxes or Retire? Your choice: You can 1) contribute to your retirement plan, get a tax deduction, defer taxes on your investments, and eventually retire; or 2) spend all your income, pay more taxes (because you didn't get the benefits Uncle Sam bestows on savers), and never retire.
Registered Rep. May 1, 2005 Paul Bouchey	Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
Financial Planning September 1, 2005 Kathy Gevlin	White Paper Race and retirement planning attitudes: Only 65% of higher-income African-American households invest in the stock market, compared with 80% of whites. Financial planners may help with these obstacles.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
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 June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Financial Advisor April 2004 Raymond Fazzi	Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
The Motley Fool February 1, 2005 Dayana Yochim	The 60-Second Retirement Plan Got a minute? Then here's a retirement plan for you.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
The Motley Fool March 30, 2010 Robert Brokamp	Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles.
Financial Planning July 1, 2011 Suzanne Sataline	Code Blue? Many financial planners say their physician clients are fretting that they won't have enough money saved to retire on schedule, and that their savings won't hold through their elderly years.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
AskMen.com December 10, 2000 Luis Rodrigues	Retire Rich... Really Rich If you want to retire rich or plan on retiring a little earlier than the average Joe, it's time to evaluate your situation. Unless you were lucky enough to be a blue blood or you won the state lottery, chances are that you'll have to do some careful financial planning to meet your goals...
The Motley Fool April 9, 2010 Robert Brokamp	9 Retirement Killers Make sure you sock it away, and sock it away the right way.
The Motley Fool January 26, 2007 Chuck Saletta	What Are You Waiting For? The longer you wait to start building your retirement nest egg, the tougher it is.
AskMen.com Jeff Wuorio	Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them.
The Motley Fool March 3, 2005 Robert Brokamp	Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Entrepreneur June 2010 Rosalind Resnick	A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem.
The Motley Fool June 15, 2006 Robert Brokamp	Great Career = Great Retirement Forget stocks and bonds -- your biggest asset is the one you sleep with every night. It may seem like a contradiction, but the better you are at working, the more likely you'll be able to stop.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
The Motley Fool December 20, 2011 Dan Caplinger	Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential.
Registered Rep. March 14, 2014 Mark Miller	Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement?
Financial Planning October 1, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
The Motley Fool December 9, 2004 Robert Brokamp	What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more?
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.
Financial Planning November 1, 2008 Gregory P. Brown	Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Investment Advisor September 2006	Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.
The Motley Fool September 16, 2004 Robert Brokamp	Why You Hate, and Like, Social Security Is Social Security an important part of civilized society, or just another form of welfare?
The Motley Fool January 14, 2009 Selena Maranjian	Do You Believe This Lie? Are you lying to yourself? 61% of Americans surveyed are very or somewhat confident that they'll have enough money to live through retirement comfortably. But only 47% have taken the time to calculate how much money they'll need in retirement.
Financial Planning February 1, 2007 Sherrill St. Germain	Your Client's New Career Rather than retire, more and more clients want to downshift into more satisfying, if less lucrative, jobs. Those planners who are willing to rethink some long-held assumptions will be well positioned to counsel these clients through this challenging but rewarding journey.
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.