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Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies.
Financial Planning August 1, 2006 Joel Bruckenstein	An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
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?
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
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 September 2005 Joel Bruckenstein	Financial Planning Software--An Update Developments provide new opportunities for advisors: NaviPlan... MoneyGuidePro... Financial Profiles... etc.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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.
Financial Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
Financial Planning September 1, 2007 Jim Grote	What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
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 May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
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.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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 Advisor May 2011 Joel P. Bruckenstein	Income Discovery Fiducioso Advisors helps build better retirement income plans.
Financial Advisor March 2011 Bruce W. Fraser	Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
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.
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.
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.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
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 September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
Investment Advisor March 2010 Melanie Waddell	Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration.
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 July 2005 Dan Moisand	No Easy Answers Retirement withdrawal rates remain the subject of much debate for financial advisors and clients alike.
Financial Advisor September 2012 Joel P. Bruckenstein	Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software.
Registered Rep. August 15, 2011 Alan Lavine	Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits.
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
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.
Financial Advisor October 2005 Joel Bruckenstein	No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio...
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.
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. February 8, 2013 Mark Miller	What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Financial Planning August 1, 2010 Paul Menchaca	Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market.
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.
Registered Rep. December 4, 2012 Gallant & Schneider	Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
Financial Planning February 1, 2008 Elizabeth O'Brien	Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow.
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.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
Financial Advisor June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
Financial Advisor August 2009 Bruce W. Fraser	Last Hand For Monte Carlo? Monte Carlo simulation, a popular retirement planning tool, is under scrutiny.