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Financial Planning
October 2, 2007
Elizabeth O'Brien |
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs.   |
The Motley Fool
October 7, 2004
Robert Brokamp |
Financial Predators Does your financial advisor care more about your retirement, or his? Look for a broker with whom you can trust and has beat a relevant benchmark after fees and taxes over a three-year period. |
The Motley Fool
September 21, 2007
Dan Caplinger |
Don't Lose Your Life Savings After a lifetime of hard work, seniors should be able to sit back and enjoy their retirements comfortably. But beware, con artists and disreputable professionals have singled out the elderly as targets for scams and fraud. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
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. |
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. |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
Financial Advisor
October 2008
Tracey Longo |
Unwanted Scrutiny One of the quickest ways to get regulators' attention these days is to single out retirees and seniors in your advisory firm's marketing initiatives. |
Registered Rep.
April 1, 2005
Will Leitch |
Elder Abuse, Advisor Style The NASD says it will propose "significant" regulatory changes to the way variable annuities are sold, claiming elderly clients are being "scared" into investing in products against their best interests. |
The Motley Fool
August 4, 2005
Robert Brokamp |
The "Criminals" Who Sell Annuities Not everyone who sells annuities is evil -- but there are enough bad guys to warrant extreme caution. If you're looking for an advisor, or looking at an annuity, take extra time to make sure you're getting a good one. |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Financial Planning
March 1, 2008
Stacy Schultz |
Retiree Roundup The Aite Group surveyed 505 retirees and pre-retirees in the United States on investment preferences, financial institution relationships and channel usage. What did they find? |
Registered Rep.
June 7, 2012
Mark Miller |
Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income. |
The Motley Fool
February 15, 2005
Selena Maranjian |
An Uglier Retirement? Sorry, future retirees -- getting by is probably going to get a lot tougher. |
The Motley Fool
June 3, 2010
John Rosevear |
Is This the Lamest Investment Ever? Annuity sales are on the rise. Should you consider one? |
Investment Advisor
March 2009
Melanie Waddell |
Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike. |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
The Motley Fool
October 24, 2006
Dan Caplinger |
Get Income for Life Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more to last throughout a longer retirement. Immediate annuities can reduce longevity risk, but be aware of costs. |
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. |
Investment Advisor
November 2006
Savita Iyer |
Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey. |
BusinessWeek
February 24, 2011
Faux & Collins |
Indexed Annuities Can Yield Surprises Some investors choosing indexed annuities to limit the downside are finding the upside limited, too -- along with high fees and long lock-up periods. |
Investment Advisor
June 2010
Marlene Y. Satter |
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. |
The Motley Fool
October 24, 2006
Dan Caplinger |
Get Income for Life: Part 2 Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more. Different types of annuities offer different benefits and pitfalls. |
Financial Advisor
February 2012
Ben Mattlin |
Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement? |
Registered Rep.
May 1, 2006
Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
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. |
On Wall Street
January 1, 2012
John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. |
The Motley Fool
August 31, 2006
Dan Caplinger |
Managing Mom's Money How to help when a parent is no longer able to manage financial matters. |
Investment Advisor
July 1, 2011 |
Not There Yet Letter to the Editor: "Does the Federal Government Have a Future in Annuities?" |
Investment Advisor
July 2009
Savita Iyer-Ahrestani |
Crisis Hits Middle-Class Retirees Hard In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow. |
The Motley Fool
April 16, 2009
Dan Caplinger |
Boost Your Income Without Losing Your Shirt Need more money from your portfolio? Here are several suggestions on how to get it. |
Investment Advisor
October 2010
Victor Connor |
Annuities: A Better Answer Than Social Security The biggest fear of all retirees is running out of money before they run out of life. |
The Motley Fool
January 11, 2010
Dan Caplinger |
This Won't Solve the Retirement Crisis Promoting annuities has more cons than pros. |
Registered Rep.
December 1, 2006
Kevin McKinley |
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. |
Investment Advisor
February 2008 |
Retirement News & Products Social Security remains a significant source of retirement income... More than half of Americans say they can't afford to save or are saving inadequately... Employers can now legally eliminate or reduce health benefits for retirees when they reach age 65 and become eligible for Medicare... etc. |
The Motley Fool
June 16, 2009
Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. |
Financial Advisor
June 2007
Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? |
Financial Planning
June 1, 2009
Dave Lindorff |
Annuity Ladders People facing retirement want guaranteed income, and they also want liquidity, so purchasing annuities over a period of time, even into retirement, makes sense. |
Financial Planning
February 1, 2008
Donald Jay Korn |
Immediate Gratification New studies show that Immediate annuities add both income and stability to a retirement portfolio. |
The Motley Fool
February 28, 2007
Mary Dalrymple |
Home, Wealthy Home Ways you might tap into your home equity during retirement. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
Financial Advisor
November 2005
Gail Liberman |
Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be. |
The Motley Fool
January 29, 2004
Dayana Yochim |
What Kind of Retiree Are You? Content? Carefree? Sick and tired? |
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 Advisor
July 2004
Mike Kaselnak |
Advisors Should Consider Specializing In Seniors Most successful people in the financial industry specialize. The specialty that has gained exponentially in the last ten years is the Senior Market specialty. |
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
October 28, 2004
Robert Brokamp |
Don't Be Financial Prey Is your financial advisor working for you? Here are three questions you should ask. |
Financial Advisor
November 2012
Ben Mattlin |
The 4% Solution Is it still a feasible retirement withdrawal strategy? |
