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Financial Advisor March 2010 Mitch Anthony	My Heroes "Retirementors" are individuals who refuse to accept society's norm for when one is "old."
Financial Advisor November 2011 Mitch Anthony	The Retirement That Works III Most of us will require between two and four "encores" before we find the kind of retirement that works for us.
Fast Company January 2004 Marshall Goldsmith	Why Even Thinking About Retirement Can Be a Bad Idea We often dream about all the things we'll do once we retire. What we don't think about is how much we'll hate it.
Investment Advisor March 2008 Joni Youngwirth	There Is No Tenure for Advisors Planners who love what they do keep on doing it long after reaching "retirement age".
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.
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.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
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.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
Financial Advisor September 2011 Mitch Anthony	The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs.
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 September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
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.
Financial Advisor February 2006 Mitch Anthony	The Goals Conversation Is Overrated Start connecting with financial advisory clients on "what is" and "what will be" -- not just on "what might be."
Financial Planning May 1, 2007 Ray Sclafani	Finding Your Inner Coach As your clients approach retirement, they may need guidance on more than their investments.
Financial Planning January 1, 2007 Marshall Eckblad	5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement.
Financial Advisor December 2007 Tracey Longo	Beyond Money A small but advanced cadre of advisory firms is using coaches to help clients prepare for retirement and make the most of their time and money throughout life.
Financial Advisor January 2008 Mitch Anthony	Maslow Meets Retirement A study shows that people today are mortally fearful of living to be 100 and being poor. Using this "income for life" exercise, you can bring both clarity and hope into the financial lives of your clients, and help them plan for the type of future they want.
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 Advisor March 2011 Bruce W. Fraser	Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how.
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.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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.
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.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
Registered Rep. November 17, 2011 Joshua Brown	The Ten Clients from Hell (And How to Cope) Here are the Ten Clients from Hell and how to cope with them.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
On Wall Street May 1, 2012 John Diehl	The Retirement Touchstone As an advisor with the ability to assess retirement readiness, you too can help them move toward the future with a greater sense of confidence, security and trust. You can do so by serving as their retirement touchstone.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
On Wall Street September 1, 2013 Kris Frieswick	Editor's Letter: The Real Fear of Retirement A run-down of the stories in this issue, which includes discussions of the new crop of metrics that will influence your clients retirement portfolios and the challenges of traditional long-term care insurance.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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.
Financial Advisor December 2007 Lewis Walker	Retirement As A Mess Of Maybes Helpful advice is everywhere, but retirees and preretirees may wonder if financial advisors are creating a numerical Tower of Babel.
Financial Advisor February 2009 Mitch Anthony	Taking Your Client's Pulse A new study says your clients don't blame you for the market crash, but you need to sit down with them and confront the damage.
Financial Planning March 1, 2012 Kol Birke	Not So Rosy Outlook There are ways to prepare your message and deliver it in such a way that can help you optimize the chances that your clients will thank you for verbalizing what they have been silently dreading.
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 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.
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.
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.
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.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
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.
Financial Advisor September 2008 Mike Sheets	Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years.