| Similar Articles |
|---|
 |
Financial Planning
April 1, 2008
Marion Asnes |
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs.   |
Financial Planning
April 1, 2006
Joan Warner |
A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix. |
Financial Planning
April 1, 2008
David E. Adler |
Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves. |
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. |
Investment Advisor
September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. |
Financial Planning
April 1, 2007
Joan Warner |
What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients. |
Financial Planning
July 1, 2006
Robert M. Hayes |
Preserve Medicare Medicare is a roadmap for the future healthcare of America. It should be fine-tuned and improved, not undermined and privatized as the Washington power brokers are now attempting to do. |
Registered Rep.
July 12, 2013
Mark Miller |
Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much. |
AFP eWire
December 11, 2006 |
Aging Canadian Population to Dramatically Alter Charitable Landscape The aging baby boomer generation and shifting demographics may lead to a golden age for philanthropy in Canada, but also may create many challenges, according to a new report. |
Financial Planning
February 1, 2008
David Certner |
A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage. |
Investment Advisor
May 2007
James J. Green |
They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount. |
On Wall Street
September 1, 2008
Parisi & Leung |
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it? |
Investment Advisor
March 2007 |
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life? |
Job Journal
November 25, 2007
Michael Kinsman |
Career Pros: Financial Savvy in Short Supply Employers pay a high cost for abandoning benefits and pension plans. |
Financial Planning
April 1, 2010
Rick Kahler |
Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake. |
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. |
Financial Planning
March 1, 2008
Stacy Schultz |
Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today. |
Financial Planning
September 1, 2008
Henry K. Hebeler |
Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers. |
Financial Planning
April 1, 2011
Suzanne McGee |
The Big Question Mark Many planners -- even those who traditionally have shunned selling insurance-related products in favor of developing financial plans -- are making themselves more familiar with the array of products that can be used to address the healthcare puzzle. |
Registered Rep.
April 12, 2013
Mark Miller |
Retirement and Health Care: Bad Rx You and your clients are likely underestimating how much will be spent on health care during retirement. Here's how to predict the costs. |
Financial Planning
April 1, 2007
Donald Jay Korn |
Healthcare Housing The REIT Rx: Investing in healthcare-related real estate could be a prescription for profitability. |
On Wall Street
April 1, 2010 |
Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities. |
Financial Planning
February 1, 2007
Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
Financial Planning
June 1, 2005
Len Reinhart |
Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement. |
Registered Rep.
October 10, 2014
Mark Miller |
Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients. |
Financial Planning
September 1, 2007
Somnath Basu |
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. |
Financial Planning
December 1, 2005
Kathy Gevlin |
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs. |
The Motley Fool
April 4, 2011
Selena Maranjian |
This Expense Could Wipe You Out You probably already realize that a significant amount of your spending in retirement will go toward health care. But you may still be surprised when you see the actual average price tag. |
The Motley Fool
May 18, 2009
Dan Caplinger |
The Biggest Threat Your Retirement Has Ever Faced The government released reports about the failing prospects for Social Security and Medicare -- a failure that could fundamentally change the way you have to survive in retirement. |
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. |
On Wall Street
November 1, 2012
Todd Colbeck |
Boost Your Medicare Expertise What every advisor should know about government insurance to better serve clients. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Registered Rep.
March 8, 2013
Mark Miller |
Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think. |
Financial Planning
October 1, 2005
Len Reinhart |
Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive. |
On Wall Street
June 1, 2009
Robert Seaberg |
The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect |
The Motley Fool
May 16, 2011
Dan Caplinger |
Don't Let This Kill Your Retirement Social Security and Medicare look sick. Here's how to handle it. |
On Wall Street
March 1, 2012
John Diehl |
The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging. |
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. |
Financial Planning
July 1, 2005
Kathy Gevlin |
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. |
U.S. Banker
October 2008
Anthony Malakian |
With Their Golden Years Ahead, Boomers Fear Shortfalls As the markets decline and Boomers wade through mountains of investment information, their stress levels are rising-and so is the pressure on financial advisors to perform. |
Registered Rep.
September 20, 2012
Kevin McKinley |
Health Care Costs Are Making Clients Sick They say an ounce of prevention is worth a pound of cure. Yet when it comes to addressing client concerns about current and future health care costs, most financial advisors don't even offer even so much as a periodic check-up. |
Financial Planning
February 1, 2006
Marie F. Smith |
AARP's Blueprint Americans can -- and should -- pull together to create a secure future for its citizens. To suggest that an older America will precipitate a crisis overstates the problem and fails to consider some major mitigating factors. |
The Motley Fool
March 22, 2005
Selena Maranjian |
How Boomers Will Retire Our retirements will differ greatly from those of our moms and dads. If you're invested in companies that rely heavily on employee knowledge, give some thought to the aging of the employee base and how it might affect the firm's future. |
Financial Planning
September 1, 2008
Stacy Schultz |
Keep Working -- Or Not? The boomers who currently lead our businesses and political institutions need to reinvent retirement and create a more flexible labor market that enables and encourages this generation to work and save later in life. |
The Motley Fool
June 2, 2010
Dan Caplinger |
Retiring Well Is Easier Than You Think You may not need as much money as you believe. |
Job Journal
August 26, 2007
Michael Kinsman |
Career Pros: No Cure for Healthcare Costs? Has healthcare coverage become too costly for employers to provide? |
Financial Planning
May 1, 2010
Rick S. Kahler |
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. |
Financial Planning
April 1, 2005
Donald Jay Korn |
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. |
Financial Planning
April 1, 2008
Henry K Hebeler |
The Care Bear Most working people and even professional planners fail to see medical insurance premiums and uninsured healthcare costs as a looming disaster for many retirees. But it is a growing and major concern. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
