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Financial Advisor May 2006 Tracey Longo	Can This Millionaire Retire? What the long-time mortgage banker won't get is any gifts from the market. Thanks to Treasury bill and bond rates, the margin for error can be pretty slim for retirees these days. And if interest rates continue their ascent after years of historic lows, bond prices could fall dramatically.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
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.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
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 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.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Financial Planning February 1, 2008 Elizabeth O'Brien	Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow.
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.
Financial Advisor January 2008 Marla Brill	Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning.
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.
Registered Rep. July 1, 2004 Stan Luxenberg	The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
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.
Financial Planning July 1, 2008 Elizabeth O'Brien	Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
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?
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
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.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
The Motley Fool March 1, 2011 Dan Caplinger	A Smarter Strategy for Retired Investors Seniors need protection more than big returns.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
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.
Financial Advisor February 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
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 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
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 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.
Financial Planning February 1, 2010 Ilana Polyak	You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement.
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.
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 July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.
On Wall Street September 1, 2010 Matthew Leung	Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income.
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 August 20, 2008 Chuck Saletta	The Real Reason to Invest for Your Retirement It's not just your cash, it's your freedom.
Financial Advisor September 2012 Alan Lavine	The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life.
Investment Advisor May 2008 Timothy Noonan	Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do?
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Financial Advisor May 2008 Tracey Longo	Living Long, Living Well A handful of insurers and advisors have been touting "longevity insurance" for several years now -- an income annuity-based product they hoped would catch fire with retirees frightened of going broke.
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.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
Financial Planning May 1, 2007 Bob Veres	Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.