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The Motley Fool
October 21, 2004
William Stecker
How to Ruin Your Retirement How you allocate and spend down your nest egg will have a significant impact on your golden years. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 25, 2004
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. mark for My Articles similar articles
The Motley Fool
June 3, 2004
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Stan Luxenberg
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. mark for My Articles similar articles
The Motley Fool
January 27, 2005
Dayana Yochim
Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American? mark for My Articles similar articles
The Motley Fool
January 28, 2004
Robert Brokamp
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? mark for My Articles similar articles
Entrepreneur
December 2003
Dian Vujovich
Anything Goes Here's a top-performing fund that's got flexibility on its side. mark for My Articles similar articles
The Motley Fool
June 17, 2005
Dayana Yochim
How the Well-Heeled Invest If nothing else, act like the rich in at least one way: Take a healthy slice of today's income -- maybe even 10% -- and put it away for your future. mark for My Articles similar articles
The Motley Fool
April 14, 2005
Robert Brokamp
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? mark for My Articles similar articles
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? mark for My Articles similar articles
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... mark for My Articles similar articles
Financial Planning
December 1, 2009
Craig L. Israelsen
Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow. mark for My Articles similar articles
The Motley Fool
February 4, 2004
Dave Braze
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? mark for My Articles similar articles
The Motley Fool
September 1, 2010
Dan Caplinger
Why Retirees Still Need Stocks Because bonds alone won't get you to the finish line. mark for My Articles similar articles
Financial Planning
February 1, 2006
Len Reinhart
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2006
John Nersesian
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. mark for My Articles similar articles
The Motley Fool
October 29, 2004
Dayana Yochim
Need a Yawner Investment? If you're in the market for a safe little something for your portfolio, buy bonds. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Dan Caplinger
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jim Otar
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. mark for My Articles similar articles
Real Estate Portfolio
Sep/Oct 2002
Jack McAllister
After the Fall Companies are not waiting for Congress to act; instead leading firms are fixing their 401(k) plans... and real estate stocks are part of the solution. mark for My Articles similar articles
Financial Planning
December 1, 2009
Dan Moisand
Under My Rule of Thumb The withdrawal rate attempts to answer the question, How much money can a client spend in retirement without fear of running out of money? The 4% rule of thumb doesn't seem to always apply anymore. mark for My Articles similar articles
Financial Advisor
November 2012
Ben Mattlin
The 4% Solution Is it still a feasible retirement withdrawal strategy? mark for My Articles similar articles
The Motley Fool
February 10, 2005
Robert Brokamp
Wretched Retirement Realities You can't be a senior on the go without a pile of dough. Here are the most important numbers: the balances in your retirement accounts, how much you're contributing to them or withdrawing from them, and how you've invested them. mark for My Articles similar articles
Financial Planning
March 1, 2011
Craig L. Israelsen
Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg. mark for My Articles similar articles
The Motley Fool
May 21, 2007
Rich Greifner
The Worst Retirement Plan Ever Retirees are living longer, their expenses are skyrocketing, and their retirement savings are woefully inadequate. The good news is that it's never too late to save your retirement. There is no magic formula, but there are a few key steps. mark for My Articles similar articles
The Motley Fool
January 25, 2005
Dayana Yochim
Defy the Effects of Gravity Don't let your retirement portfolio get old and droopy. mark for My Articles similar articles
The Motley Fool
November 4, 2005
Kaderli & Kaderli
How Much Is Enough? You may not need as much as you think to live a life of financial independence. There is no "one size fits all." When it comes to your portfolio, you must be comfortable and confident with your personal risk tolerance. mark for My Articles similar articles
Financial Advisor
May 2012
Bill Bengen
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. mark for My Articles similar articles
The Motley Fool
February 8, 2007
Robert Brokamp
Save Another $100 for Retirement? Can socking away another hundred bucks today lead to tens of thousands of dollars tomorrow? mark for My Articles similar articles
Financial Planning
February 1, 2005
Len Reinhart
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. mark for My Articles similar articles
The Motley Fool
January 5, 2006
Dayana Yochim
The Silent Retirement Killer You save and invest smartly. But don't be surprised if your investments leave you stranded in your old age. Here are a few tips on dealing with slow, financial devastation that every investor faces over time. mark for My Articles similar articles
The Motley Fool
September 23, 2009
Dan Caplinger
The Advice Older Investors Have Been Waiting For By considering a combination of these and other strategies, you can dig yourself out of whatever hole you're in and find a way to stay comfortable in your retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 24, 2004
Robert Brokamp
Wretched Retirement Realities Information on what is needed financially for retirement. Stats about retirement fund like medicare and social security. mark for My Articles similar articles
The Motley Fool
April 9, 2010
Robert Brokamp
9 Retirement Killers Make sure you sock it away, and sock it away the right way. mark for My Articles similar articles
The Motley Fool
January 6, 2004
Robert Brokamp
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. mark for My Articles similar articles
The Motley Fool
January 19, 2006
Rex Moore
Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account? mark for My Articles similar articles
Financial Planning
May 1, 2011
Joseph A. Tomlinson
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. mark for My Articles similar articles
Financial Planning
February 1, 2006
Donald Jay Korn
Annuities Special: The Right Rider Boomers want guaranteed lifetime income, but don't want to buy an immediate annuity. Variable annuity issuers think they have a solution. mark for My Articles similar articles
The Motley Fool
September 20, 2006
Dan Caplinger
Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2011
Dan Moisand
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. mark for My Articles similar articles
The Motley Fool
April 4, 2006
Shannon Zimmerman
Hot Retirement Tips Here are three things savvy retirement savers need to know: 1. Get going now... 2. The perfect portfolio is a work in progress... 3. You are the best person to control your financial future... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 24, 2006
Mathew Emmert
Stocks for Your Golden Years Let dividend stocks carry you through retirement. mark for My Articles similar articles
The Motley Fool
October 14, 2008
Todd Wenning
Why These Stocks Matter Right Now Markets like this are scary for investors at any stage of life, but they're downright terrifying for retirees. However, it doesn't have to spell disaster. mark for My Articles similar articles
The Motley Fool
September 1, 2009
Dan Caplinger
You Can Save Less and Still Retire Rich When you retire, you have one of the hardest tasks still ahead of you: deciding how much of your savings you can afford to spend. mark for My Articles similar articles