Similar Articles |
|
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? |
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. |
Investment Advisor September 2005 Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
Financial Advisor August 2007 Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. |
Registered Rep. March 2, 2010 |
Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums. |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
Investment Advisor January 2007 Ivanova & Kahler |
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas. |
Financial Planning April 1, 2007 David J. Drucker |
Doing Decumulation Isn't "decumulation planning" the same retirement income planning process independent advisors have engaged in for decades? |
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 February 1, 2007 Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. |
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 July 23, 2004 Roy Lewis |
How Retirement Pays Off How do you plan to withdraw your retirement funds? |
Financial Advisor November 2007 Mitch Anthony |
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. |
The Motley Fool May 12, 2005 Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
AskMen.com March 18, 2001 Luis Rodrigues |
Start Planning For Your Retirement |
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. |
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. |
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. |
Financial Advisor September 2007 Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
The Motley Fool March 15, 2007 Mary Dalrymple |
Break Through Barriers to Saving Here are the most common reasons that prevented people from saving more for retirement and some ideas to overcome them. |
The Motley Fool August 14, 2009 Selena Maranjian |
Maybe You Can't Handle Retirement Take a dry run through it and see how you do. |
Financial Advisor October 2005 David J. Drucker |
Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income. |
Investment Advisor December 2009 James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. |
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. |
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 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 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 April 2009 Olivia Mellan |
Five Ways Clients Can Reduce Money Anxiety Feelings of powerlessness contribute strongly to money anxiety, forcing many people into what I refer to as their primitive survival mode. |
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 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? |
On Wall Street November 1, 2010 Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. |
Registered Rep. March 16, 2012 Jerry Gleeson |
Polls: Current Financial Concerns Trump Planning for Retirement The glum outlook for American retirement appeared little improved with the release this week of two separate reports that showed continued worker skepticism about their prospects. |
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." |
On Wall Street October 1, 2010 |
Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs. |
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. |
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. |
Financial Planning July 1, 2009 Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. |
Financial Planning November 1, 2006 Marshall Eckblad |
Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense. |
Financial Advisor April 2005 Deena Katz |
Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment? |
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. |
On Wall Street April 1, 2011 J. Graydon Coghlan |
Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age. |
Investment Advisor March 2008 Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
The Motley Fool December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
Investment Advisor June 2009 Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. |
The Motley Fool March 10, 2010 Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
On Wall Street January 1, 2010 Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
Investment Advisor July 2006 Melanie Waddell |
Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies. |
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 September 2009 Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |