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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 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.
Investment Advisor May 1, 2011 Olivia Mellan	It's Not Working Retirement is great for some people; for others, not so much
Investment Advisor March 2009 Olivia Mellan	Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this.
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.
Financial Planning June 1, 2007 Donald Jay Korn	Mars and Venus When married clients approach financial planning differently, advisors have problems to solve.
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.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
The Motley Fool November 16, 2006 Dan Caplinger	Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages.
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.
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.
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
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 April 26, 2008 Selena Maranjian	Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful.
The Motley Fool June 29, 2007 Elizabeth Brokamp	Cool-Down: How to Stay in Financial Shape Your efforts to improve your communications around money won't just have a good effect on your bottom line; they're likely to improve the overall health of your marriage.
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.
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.
Financial Advisor June 2006 Marla Brill	When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best.
The Motley Fool March 19, 2007 Elizabeth Brokamp	Financial Vows in Marriage Did you promise to love, honor, and save for retirement?
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.
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.
Investment Advisor March 2009 Olivia Mellan	The Bright Side of Non-Retirement Recent research shows a link between continuing to work and greater longevity.
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.
Financial Planning April 1, 2005 Donald Jay Korn	The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers.
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 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 10, 2009 Selena Maranjian	Your Spouse Is Fumbling Your Finances A recent study finds that merely 15% of couples are confident in the ability of both partners to handle their finances.
Job Journal January 14, 2007 Bob Rosner	Working Wounded: The Retirement Riddle It may sound easy, but a rewarding retirement takes some work. Here are some questions to help you sort out your "work or retire" options, from The Savvy Part-Time Professional.
Registered Rep. March 14, 2014 Mark Miller	Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement?
The Motley Fool March 9, 2010 Robert Brokamp	Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too.
The Motley Fool January 25, 2007 Selena Maranjian	Will You Retire by Choice -- or Force? Beware: Lots of people are being forced into retirement -- and they're not ready. When it comes to compounding, the more time that passes, the greater the gain. And that's why being forced to retire early can be so disastrous.
The Motley Fool June 19, 2007 Dan Caplinger	What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3.
Investment Advisor September 2008 Lewis Schiff	Today's 70 is Yesterday's 50 The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. Leaving a long-term career can mean finally living the dream.
The Motley Fool January 18, 2007 Dan Caplinger	Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency.
Financial Advisor September 2010 Caren Chesler	Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?
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.
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.
On Wall Street February 1, 2013 Todd Colbeck	How to Attract New Business You have a minute to explain to a busy prospective client why your firm deserves the business.
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.
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 June 14, 2006 Dan Caplinger	Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of 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.
Financial Advisor January 2008 David J. Drucker	Boomers In Business Financial advisors are being forced to retrain themselves to deal with the needs and desires of the boomer generation's retirement plans.
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
The Motley Fool January 21, 2010 Dan Caplinger	What You Need to Stay Rich in Retirement You've spent a lifetime saving. Don't blow it now.
The Motley Fool December 13, 2006 Dan Caplinger	Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream.
Financial Planning June 1, 2011 Temma Ehrenfeld	Stop Saving Your new clients, the Eager-Retirees, have accumulated $500,000 by saving 15% of their joint salary of $100,000 a year. They come to you asking if they can afford to retire in two years, when they'll both be 62.
The Motley Fool September 23, 2009 Selena Maranjian	Your Pessmism Is Holding You Back Don't be such a pessimist! Over long periods, the stock market tends to make people wealthier. Feel free to feel optimistic that now, during a recession, is often the best time to invest.