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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. |
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. |
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. |
The Motley Fool June 3, 2004 |
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways. |
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. |
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? |
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? |
Entrepreneur December 2003 Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side. |
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. |
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? |
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? |
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... |
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. |
The Motley Fool February 4, 2004 Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
The Motley Fool September 1, 2010 Dan Caplinger |
Why Retirees Still Need Stocks Because bonds alone won't get you to the finish line. |
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. |
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. |
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 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. |
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. |
The Motley Fool October 17, 2006 Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
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. |
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. |
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. |
Financial Advisor November 2012 Ben Mattlin |
The 4% Solution Is it still a feasible retirement withdrawal strategy? |
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. |
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. |
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. |
The Motley Fool January 25, 2005 Dayana Yochim |
Defy the Effects of Gravity Don't let your retirement portfolio get old and droopy. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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. |
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 6, 2004 Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
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? |
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. |
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. |
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. |
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 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. |
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... |
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. |
The Motley Fool April 24, 2006 Mathew Emmert |
Stocks for Your Golden Years Let dividend stocks carry you through retirement. |
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. |
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. |