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Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Registered Rep. October 1, 2006 Halah Touryalai	Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says.
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 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.
Registered Rep. January 14, 2004 John Churchill	Baby Boomers Zero in on Retirement As the baby boomer generation nears retirement age, the financial issues that weigh heaviest on their minds are shifting. According to a study released yesterday, baby boomers have switched their financial focus from providing for children to planning for retirement.
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?
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Registered Rep. February 4, 2004 John Churchill	Americans Not Saving Sufficiently For Retirement Even as advisors eagerly chase the business of retiring baby boomers, a large percentage of the working population remains in the dark about financial planning, having vitually no retirement plan or savings.
Financial Advisor March 2012 Somnath Basu	The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts.
CRM November 1, 2005 David Myron	Bye-Bye Boomers, Welcome Yers There's no question that when boomers retire their spending habits will change. However, this doesn't mean economic calamity for Wall Street, as several factors can help sustain the economy.
Wall Street & Technology March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
Investment Advisor August 2008 Kara P. Stapleton	Boomers Need LTCI ASAP A recent study of boomers and advisors reveals that most boomers are ignoring the potentially devastating expenses associated with long-term care.
Financial Advisor January 2006 Jeff Schlegel	The Big Train Wreck Coming Baby boomers on the whole are facing stiff head winds as they near retirement, and that presents a lot of opportunities -- and challenges -- for financial advisors.
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 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.
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.
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.
Investment Advisor June 2009 James J. Green	Boomers Still Prefer Aging in Place The tendency for buyers in 55+ communities to continue to work in greater numbers and for longer periods of time show us that this group is redefining the traditional notion of retirement.
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 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.
The Motley Fool November 12, 2009 Dan Caplinger	Will the Baby Boom Spell Doom for Stocks? Retiring boomers will need cash. Will they dump their assets en masse?
On Wall Street December 1, 2010 Katie Libbe	Learning From Clients' Fears The retirement landscape is changing, and baby boomers are eager for help with navigating the new reality. Anxiety is high not only about saving for retirement, but having income in retirement has also become a major concern.
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.
On Wall Street September 1, 2012 Mason Braswell	Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.
The Motley Fool March 22, 2005 Selena Maranjian	How Boomers Will Retire Our retirements will differ greatly from those of our moms and dads. If you're invested in companies that rely heavily on employee knowledge, give some thought to the aging of the employee base and how it might affect the firm's future.
Financial Planning September 1, 2006 Dan Wheeler	Boomer Bust? The coming boomer retirement wave has spawned much conjecture on what will happen to the stock market. Here's what to consider.
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?
U.S. Banker October 2009 Sherry Cooper	Remaking the Retirement Plan, Post-Crisis Spooked by sharp declines in their net worth, boomers are postponing retirement and investing more conservatively. They are also counting on their banks to simplify their financial lives.
Registered Rep. April 30, 2010 Jerry Gleeson	What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds Boomers seem to be lacking a sense of urgency about preparing for retirement in light of the financial collapse.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
CRM February 2012 Paul Hyman	Baby Boomers: Every Silver Lining Has a Touch of Grey While the oldest members of this generation are starting to retire, marketers should not panic -- many members of this cohort will be working for years to come.
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.
U.S. Banker July 2007 Lee Conrad	Retirement Redefined: More Work, Less Leisure Baby Boomers may want-and need-to start small businesses in retirement. Are banks ready for this potentially huge small-business loan demand? KeyBank, for one, is positioning itself.
Job Journal January 27, 2008 Michael Kinsman	Career Pros: Oldest Boomers Eager to Retire Contrary to analysts' predictions, some baby boomers are calling it quits.
U.S. Banker July 2008	A Baby Boomer Stampede May Prove Just a Trot What if the number of actual Baby Boomer retirees is actually 20 percent to 25 percent less than predicted? How would the wealth-management industry, which has been ramping up for this big pay day, respond?
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 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.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
Financial Planning January 5, 2008 Stacy Schultz	5 Questions What role should insurance play as baby boomers retire?... What financial products are most valuable for baby boomers?... etc.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
AFP eWire February 7, 2012	Giving Data Show Boomers Poised for Record Giving Capacity Data and historical trends show that there is great capacity among older Americans, boomers and the next generation of donors to give more than ever.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
CRM February 2012	What's Age Got to Do With It? The Great Recession has taken its toll on Generation Y, Generation X, and Baby Boomers in different ways.
Investment Advisor December 22, 2010 Danielle Andrus	Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask.
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.
On Wall Street October 1, 2008 Judith Schoolman	5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.