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BusinessWeek February 5, 2007 Anne Tergesen	Running Your Retirement Numbers News services take a detailed look at what you've socked away for retirement.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
The Motley Fool April 2, 2004	Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
The Motley Fool June 8, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share...
The Motley Fool February 21, 2007 Selena Maranjian	A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund.
The Motley Fool June 26, 2009 Dan Caplinger	Will the Government Cripple Target Funds? In response to pressure, some funds are reducing stock exposure.
The Motley Fool February 3, 2010 Amanda B. Kish	This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business.
AskMen.com Michael Estrin	How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
The Motley Fool June 21, 2008 Adam J. Wiederman	How to Retire With Absolutely Nothing Living a comfortable retirement is not all that hard. But, as the following example shows, if you don't plan for retirement, you're in for some tough times.
The Motley Fool July 2, 2008 Selena Maranjian	Latrell Sprewell, Evander Holyfield, and You Enjoy a cushier retirement than pro athletes.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
The Motley Fool February 2, 2007 Selena Maranjian	Prepare to Un-Retire Will you be one of the millions forced to keep working for many more years?
The Motley Fool August 5, 2004 Selena Maranjian	Free Stuff From Funds Did you know that you can contact mutual fund companies and ask for free educational materials -- and that many, if not most, of them will send you some nifty stuff?
The Motley Fool January 5, 2012 Selena Maranjian	Brokers Offer Financial Planning -- but Be Careful Almost a third of us would rather clean a bathroom than plan for our financial future. Fortunately, there are many resources available to help us, though they're not all equally helpful.
The Motley Fool April 20, 2009	5 Signs Your Financial Pro Isn't All That Shopping for a financial professional, or wondering whether the one you have is right for you? Consider the following five red flags.
Registered Rep. August 1, 2004 Stan Luxenberg	Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio.
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.
The Motley Fool March 1, 2011 Dan Caplinger	A Smarter Strategy for Retired Investors Seniors need protection more than big returns.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
The Motley Fool February 16, 2011 Amanda B. Kish	A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation.
Investment Advisor December 2009 James J. Green	Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.
The Motley Fool May 8, 2007 John Rosevear	Are Advisor-Sold Funds Ever Worth It? In an era when anyone can get market-level performance with a few minutes' effort by buying an index fund from somewhere like Vanguard or T. Rowe Price, advisor-sold funds are harder to justify than ever.
The Motley Fool March 4, 2009 John Rosevear	The First Step to Rebuilding Your Retirement The first step to rebuilding your retirement is to get your 401(k) in order. Follow these steps to get it done.
The Motley Fool April 30, 2010 Dayana Yochim	4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
The Motley Fool November 7, 2006 Mary Dalrymple	401(k) Confusion A recent report examining the behavior of 2.8 million 401(k) plan participants suggests that there's some confusion out there. Here's some advice.
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.
The Motley Fool January 27, 2005 Selena Maranjian	Getting Into Closed Funds There's no need to stress out if you're locked out of a good fund.
The Motley Fool September 3, 2009 John Rosevear	This Man Can See Your Financial Future And he knows that your retirement assumptions about how much money you can withdraw might not be accurate.
The Motley Fool June 4, 2007 Chuck Saletta	Why You Must Invest Now To have a reasonable shot at a golden retirement, you must get started now. The easiest way to get started is with a low-cost, total-market index fund like the Vanguard Total Stock Market Index.
Investment Advisor August 2006	Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc.
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.
The Motley Fool May 7, 2008 Julie Clarenbach	Roundtable: Is Your Retirement in Trouble? Rising health-care and food costs and a slowing economy have hit many Americans in their debit cards -- and their retirement plans.
Investment Advisor July 2006	Upgrades Pershing LLC announced healthy growth in the number of RIAs custodying client assets and trust accounts through its Pershing Advisor Solutions unit... Charles Schwab & Co. announced June 14 a broad reduction and simplification of pricing for its retail... etc.
The Motley Fool June 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
The Motley Fool August 20, 2008 Chuck Saletta	The Real Reason to Invest for Your Retirement It's not just your cash, it's your freedom.
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
Financial Advisor May 2005 Jeff Schlegel	"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry.
The Motley Fool December 6, 2010 Dayana Yochim	3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good.
The Motley Fool February 2, 2011 Dan Caplinger	How to Invest $1,000 Today At the simplest level, if you want a no-hassle, one-stop place to put your money, look at target retirement mutual funds.
Registered Rep. February 10, 2012 Mark Miller	New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful.
The Motley Fool March 22, 2010 John Rosevear	This Wealth-Building Move Is a Must Are you at risk of leaving a potential fortune behind? Do you still have a balance in your old employer's retirement plan?
Entrepreneur August 2006 Scott Bernard Nelson	Best for Last Retirement might be easy, but it's not free - it takes some serious saving. How much exactly? That's the million-dollar question.
BusinessWeek October 3, 2005 Amy Barrett	Vanguard Gets Personal Vanguard is shifting its strategy as customers demand more hand-holding
The Motley Fool June 10, 2010 Dan Caplinger	Is This the Fix for Failed 401(k)s? ETFs are coming soon to a retirement plan near you.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
The Motley Fool March 10, 2009 Dan Caplinger	Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you?
On Wall Street June 1, 2010 Gerri Leder	In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.