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The Motley Fool
January 30, 2007
Dan Caplinger |
Will You Be Covered? The costs of medical care have risen dramatically over the past several decades. Health insurance is a must for financial security, but many don't have it.   |
Registered Rep.
July 12, 2013
Mark Miller |
Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much. |
Financial Planning
February 1, 2008
David Certner |
A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage. |
Job Journal
March 6, 2005
Michael Kinsman |
Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them. |
The Motley Fool
October 20, 2006
Dan Caplinger |
Are You a Bad Investor? Learning about investing and financial planning isn't always easy, but it's part of being a responsible adult member of society. Workers owe it to themselves to take advantage of the numerous options at their disposal to help them make the most of their savings. |
AskMen.com
Jeff Wuorio |
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. |
Registered Rep.
June 13, 2014
Mark Miller |
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
The Motley Fool
October 19, 2010
Morgan Housel |
Fair Game: Blaming Older Workers for High Unemployment How delayed retirements are hurting employment. |
The Motley Fool
December 22, 2006
Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
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. |
On Wall Street
December 1, 2009 |
Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning. |
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
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
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. |
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. |
Financial Planning
September 1, 2007
Somnath Basu |
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. |
Investment Advisor
March 2007 |
News & Products, March 2007 Americans aged 40 to 69 expect to gradually ease into retirement... The Pension Protection Act of 2006 includes a number of provisions that are designed to overcome worker inertia in saving... etc. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
BusinessWeek
July 2, 2009
Theo Francis |
Washington: Reworking Retirement Savings Plans Lawmakers are debating how to protect 401(k)s from from market swings and ensure workers don't outlive their savings. |
Financial Planning
February 1, 2007
Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
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. |
The Motley Fool
January 11, 2005
Dayana Yochim |
Note to Self: Plan Retirement A brief, eye-opening exercise to take the guesswork out of saving for retirement. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
Investment Advisor
May 2007 |
News & Products Fidelity Investments released in late March its seventh annual estimate of the lifetime healthcare costs that retirees will face... Security Benefit has introduced a flexible premium variable annuity called EliteDesigns... etc. |
Financial Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
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. |
On Wall Street
October 1, 2009
E. Thomas Foster Jr. |
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. |
Managed Care
May 2005
John Carroll |
Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population. |
Job Journal
April 25, 2004
Michael Kinsman |
Career Pros: No Rush to Retire Why major corporations are working hard to recruit older workers. |
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. |
Financial Planning
August 1, 2007
Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. |
Job Journal
November 11, 2007
Michael Kinsman |
Career Pros: Why Older Americans Work For too many, postponing retirement is becoming a necessity. |
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. |
Financial Planning
June 1, 2010
Jeanne Lee |
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. |
Registered Rep.
June 14, 2013
Mark Miller |
The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on. |
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. |
The Motley Fool
November 29, 2010
Selena Maranjian |
What Employers Want to Do When You're Not Looking Our employers are helping us out via 401(k)s and similar retirement plans, but for most of us, that's far from enough. |
Registered Rep.
June 30, 2015
John Kador |
The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. |
On Wall Street
April 1, 2010
Coghlan & Hadley |
Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind. |
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
February 21, 2007
Mary Dalrymple |
Slow Ramp to Retirement You may envision a gradual transition into retirement that starts with reducing your full-time commitment to work and becoming a part-time employee. But before you assume that scenario will become reality, check with your employer. |
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
May 29, 2007
Bill Barker |
You, Your Retirement, and You It's all about your retirement and you. Here are three brief places to start in securing your retirement. |
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
July 29, 2011
Dan Caplinger |
Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought. |
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 27, 2011
Danielle Andrus |
More Employers Offer Help Meeting Retirement Goals Automation, advice are popular ways to help employees with retirement saving. |
CFO
August 1, 2002
Kris Frieswick |
Honey, I Shrunk The 401(k) The bear market has clobbered 401(k) accounts -- and could spark a revival of defined benefit plans. |
The Motley Fool
January 25, 2007
Mary Dalrymple |
Retire in Poverty? Reverse the deteriorating retirement trend by saving more now. |
