Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Wall Street & Technology March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
Investment Advisor January 2008 Kara P. Stapleton	FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner.
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.
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Financial Planning October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
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.
Wall Street & Technology November 18, 2005	Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers.
Financial Planning February 1, 2007 Elizabeth O'Brien	White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement.
Investment Advisor December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.
On Wall Street July 1, 2011 Keith J. Weber	A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives.
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 December 1, 2010 Katie Libbe	Learning From Clients' Fears The retirement landscape is changing, and baby boomers are eager for help with navigating the new reality. Anxiety is high not only about saving for retirement, but having income in retirement has also become a major concern.
Financial Advisor November 2012	Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65.
Registered Rep. February 24, 2005 Will Leitch	Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years."
Financial Planning May 1, 2006 Chris Blunt	Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Financial Planning February 1, 2007 David Macchia	Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
Financial Planning July 1, 2005 Pamela Black	Bookshelf How to Be a Chief Retirement Officer (CRO), by Thomas Rowley advises planners on how to get their clients to take action, defining the role of a CRO and how to find the ideal clients.
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.
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.
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.
Investment Advisor June 2006 Megan L.F. Robert	Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business.
Investment Advisor March 2010 James J. Green	Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Registered Rep. June 12, 2007 Christina Mucciolo	Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
Financial Planning December 1, 2007 Stacy Schultz	White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
The Motley Fool November 17, 2006 Mary Dalrymple	Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans?
The Motley Fool January 14, 2005 Selena Maranjian	Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late.
Investment Advisor December 22, 2010 Danielle Andrus	Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask.
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.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
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.
The Motley Fool May 23, 2007 Jill Ralph	Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve.
The Motley Fool May 17, 2005 Selena Maranjian	Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around.
Financial Planning March 1, 2007 Elizabeth O'Brien	White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
Financial Planning August 1, 2007 Marshall Eckblad	White Paper Here is what investors age 45 and older think about variable annuities -- and how much they're willing to pay for them.
CFO October 1, 2008 Alix Stuart	A Chicken and Nest-Egg Problem Persuading employees to participate in company retirement plans isn't getting any easier.
Financial Planning April 1, 2005 Len Reinhart	A Work in Progress Privatizing Social Security is part of a 25-year experiment to shift the funding of retirement from the government and the corporate sector to the individual.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Planning April 1, 2008 Stacy Schultz	5 Questions with Brian Boyer A conversation about the retirement revolution.
Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
Inc. May 2006	Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look.
Investment Advisor June 2006	Retirement Planning: Behind the Numbers What do consumers want when it comes to financial advice? It turns out the generations like getting their financial advice in different ways.
The Motley Fool August 26, 2011 Morgan Housel	Baby Boomers: The Biggest Threat to Your Investments? Don't count on it. According to a recent Federal Reserve paper, retiring baby boomers could sink the stock market over the coming decades.