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Registered Rep. April 2, 2014 Kevin McKinley	Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s.
The Motley Fool May 26, 2010 Dan Caplinger	Get the Most From Social Security The right decision is harder than you think.
The Motley Fool August 4, 2005 Dayana Yochim	615 Social Security Questions ... For answers to six burning questions that really matter for your future, read on.
The Motley Fool June 5, 2006 Robert Brokamp	Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more.
Financial Planning March 1, 2011 Donald Jay Korn	Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished.
Investment Advisor October 2006 Kara Stapleton	Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.
The Motley Fool May 14, 2007 Rich Duprey	Then Again, Maybe I Won't -- Retire Work a few more years for a worry-free retirement. We all have an image of what retirement will be for us. The question is whether we'll actually be able to achieve it.
The Motley Fool April 21, 2010 Robert Brokamp	4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation.
Registered Rep. July 11, 2014 Mark Miller	Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed.
Financial Planning February 1, 2008 David Certner	A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage.
BusinessWeek July 19, 2004 Nanette Byrnes	Comparing Pensions Around the World U.S. businesses do pay the most for employee retirement, but rising costs are now becoming a global phenomenon.
BusinessWeek January 31, 2005 Howard Gleckman	The Real Retirement Time Bomb Without reform, Medicare premiums will eat away at Social Security benefits.
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Claims In general, Medicare provides a level of coverage that is fairly similar to what private health insurance plans offer. Here are some tips for getting the most from it.
The Motley Fool March 15, 2006 David Braze	Social Security and Your Spouse What will your spouse get from Social Security?
Registered Rep. June 26, 2015 Mark Miller	When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement.
The Motley Fool March 2, 2011 Dan Caplinger	Why Public Pensions Are Doomed Public-sector pensions will disappear in the near future.
Registered Rep. May 16, 2013 Kevin McKinley	The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
Registered Rep. September 22, 2010 Kevin McKinley	Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
The Motley Fool June 1, 2011 Dan Caplinger	How You Can Retire Richer Taking Social Security at the right time is the key.
The Motley Fool July 8, 2004 Robert Brokamp	Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan?
The Motley Fool January 22, 2007 Dan Caplinger	Understanding Medicare: Costs The deductibles and co-payments for Medicare Advantage Plans and prescription-drug plans can vary greatly between particular plans. A thorough examination of such plans is necessary for understanding the costs and to make a good decision about which plan to choose.
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.
The Motley Fool July 1, 2004 Robert Brokamp	Retirement's First Leg: Social Security How much will you get for the thousands you've given to Social Security?
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Medicare Drug Benefit 101 If financial advisers can understand the basics of the new Medicare drug benefit plan, they can provide a great service to their clients -- perhaps even save them money in premiums. Here's where to start.
The Motley Fool April 24, 2007 Dan Caplinger	Social Security Is Saved! By not relying too much on resources that may not be there for you in the future, you can ensure that you'll enjoy your retirement years no matter what.
The Motley Fool September 9, 2008 Dan Caplinger	Pick the Right Time to Retire Taking early Social Security is often a smart move.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
Registered Rep. September 18, 2012 Mark Miller	Advisors, plan sponsors falling short on Social Security advice Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either.
The Motley Fool October 10, 2006 Dan Caplinger	Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement.
Managed Care May 2005 John Carroll	Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population.
Job Journal March 6, 2005 Michael Kinsman	Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them.
Financial Planning April 1, 2011 Donald Jay Korn	Front and Center With baby boomer clients entering the age of Medicare, it will become increasingly important for planners to keep up with the inevitable new wrinkles.
The Motley Fool January 30, 2007 Dan Caplinger	Will You Be Covered? The costs of medical care have risen dramatically over the past several decades. Health insurance is a must for financial security, but many don't have it.
The Motley Fool December 8, 2006 Chuck Saletta	Retire Young Enough to Enjoy It With pension plans falling by the wayside and getting replaced with 401(k)s and IRAs, your retirement is more in your hands than ever before. Focus on what really matters to get back more of your time.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.
BusinessWeek July 19, 2004 Nanette Byrnes	The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines.
Registered Rep. March 9, 2012 Mark Miller	Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it.
BusinessWeek July 19, 2004 Carol Matlack	Why Europe Shouldn't Save For Retirement Yet As European state pensions feel the squeeze, private schemes have few takers.
On Wall Street April 1, 2010 Coghlan & Hadley	Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
Financial Planning February 1, 2013 George Yacik	Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas.
The Motley Fool October 12, 2006 Dan Caplinger	Is Social Security a Rip-Off?: Part 2 To evaluate whether Social Security is a good deal for workers, it's helpful to compare it against an alternative. Here's how.
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
Registered Rep. October 1, 2006 Kevin McKinley	Waiting Is the Smartest Part For clients with longer life expectancies and multiple sources of retirement income, delaying Social Security payments can provide a gain far greater than the pain of postponement. Here are three reasons why waiting can be worthwhile.
The Motley Fool August 25, 2010 Dan Caplinger	3 New Rules for a Richer Retirement The same old strategies won't work anymore.
Financial Planning February 1, 2007 Donald Jay Korn	'B' Prepared Medicare has an unpleasant surprise for upper-income retirees, but worse is yet to come. Here are some of the issues financial planners need to know about.
The Motley Fool October 9, 2007 Dayana Yochim	Prevent a Retirement Nightmare If you want your retirement to play out better than the ending of the last Halloween flick, it's time to get serious about saving more. Here are three ways to instantly improve your future prospects.