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The Motley Fool March 15, 2005 Dayana Yochim	Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be.
On Wall Street April 1, 2012 John Diehl	The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them.
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.
The Motley Fool May 2, 2007 Dan Caplinger	Dueling Fools: Saving for College Save for college! Your kids need your help.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
The Motley Fool December 1, 2006 Dan Caplinger	Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration.
The Motley Fool June 20, 2007 Dan Caplinger	Retire Early and Often People younger than 50 resist thinking about retirement because it seems so far away. Yet with changes in the way workers are planning their careers, you may want to give yourself the opportunity to take several breaks over the course of your working life.
The Motley Fool February 25, 2005 Selena Maranjian	How to Retire Happy If you want to enjoy your golden years, you'll need more than a lot of dollars.
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Financial Advisor January 2012 Dan Moisand	Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most.
Investment Advisor December 2007 Kara P. Stapleton	Not So Bad After All? A new survey finds that couples are in agreement on saving for retirement.
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?
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.
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.
The Motley Fool January 29, 2004 Dayana Yochim	What Kind of Retiree Are You? Content? Carefree? Sick and tired?
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.
The Motley Fool March 11, 2009 Rick Aristotle Munarriz	Retirement Plan B: Don't Die The good news is that we're living longer. The bad news is, well, that we're living longer. Seize control of your retirement planning now.
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.
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 June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
The Motley Fool July 29, 2004 Robert Brokamp	Retire Your Way -- Or Don't Economic realities, longer life expectancies, and distaste for fogy activities might dictate that you'll retire well into your 70s -- if ever.
The Motley Fool September 9, 2004 Robert Brokamp	What Will You Do in Retirement? Many retirees struggle to fill the void formerly occupied by work.
The Motley Fool June 24, 2004 Dayana Yochim	What Kind of Retiree Are You? Retirees can be classified under four types based on retirement behavior and financial preparedness.
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.
On Wall Street June 1, 2012 John Diehl	The Retirement CEO Going through a retirement analysis with your clients can help them put forth a plan. Ultimately, it can greatly improve their chances of success as CEO of their own retirement.
The Motley Fool March 7, 2007 Mary Dalrymple	Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning.
The Motley Fool September 21, 2004 Dayana Yochim	What Kind of Retiree Are You? A gerontologist says retirees can be classified under four types based on retirement behavior and financial preparedness.
Entrepreneur March 2005 Mark Henricks	Parent Trap? Keeping mom or dad busy in their retirement years may be a noble reason to hire them, but be sure you know what you're getting into first.
The Motley Fool April 20, 2005 Dayana Yochim	Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
Investment Advisor July 2007 Kara P. Stapleton	Retirement Redefined Future retirees' income will rely on part-time work. The problem is that current retirees can't find the part-time work they need to support themselves in their golden years.
The Motley Fool September 13, 2006 Chuck Saletta	Will You Outlive Your Money? To make the most out of your golden years, you need to have plans in place that assure your money lasts at least as long as you do.
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
The Motley Fool July 28, 2008 Chuck Saletta	What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do.
Registered Rep. July 1, 2006 Kevin McKinley	Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance...
The Motley Fool February 17, 2007 Elizabeth Brokamp	The Best Way to Save for Retirement Motivating yourself to save for retirement can be hard; here's what works.
The Motley Fool August 26, 2011 Chuck Saletta	How to Make the Biggest Investment of Your Life Saving for retirement takes a lifetime but has huge payoffs.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
The Motley Fool July 22, 2005 Dayana Yochim	College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters.
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.
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.
Investment Advisor August 2007 Kara P. Stapleton	Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs?
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
The Motley Fool March 26, 2009 Dan Caplinger	Don't Let Your Boss Kill Your Retirement Companies are giving up on you. Don't give up on yourself.
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.
The Motley Fool March 15, 2007 Mary Dalrymple	When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.
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.
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.
The Motley Fool November 2, 2006 Mary Dalrymple	Girls Rule! (Sort Of) Among full-time, year-round workers, more women than men participate in their employer's retirement plan. But it's not a lot more. And that's pretty much where the good news stops.