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Investment Advisor
April 2009
Melanie Waddell
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Better Die Before They Get Old How many boomers are prepared for retirement? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 26, 2011
Morgan Housel
Baby Boomers: The Biggest Threat to Your Investments? Don't count on it. According to a recent Federal Reserve paper, retiring baby boomers could sink the stock market over the coming decades. mark for My Articles similar articles
Investment Advisor
January 2008
Kara P. Stapleton
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2008
Stacy Schultz
5 Questions with Brian Boyer A conversation about the retirement revolution. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2007
David Drucker
Becoming Fashionable Financial advisors need to help their clients understand that a fulfilling retirement combines a wide range of variables such as having a clear vision of retirement goals as well as financial preparedness. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
June 2006
Retirement Planning: Behind the Numbers What do consumers want when it comes to financial advice? It turns out the generations like getting their financial advice in different ways. mark for My Articles similar articles
Financial Planning
August 1, 2006
Elizabeth O'Brien
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 21, 2010
Dan Caplinger
Make Your Retirement Dreams a Reality The financial crisis of 2008 and early 2009 has had a much bigger impact on retirement savings behavior than you might have thought -- and the result could be disastrous for investors of all ages. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
On Wall Street
March 1, 2011
Elizabeth Wine
Five Questions With Joseph F. Coughlin Joseph F. Coughlin, director of the MIT AgeLab, leads a research program aimed at understanding the behavior of the 45-and-older population. He talks about how advisors fall short in dealing with this demographic. mark for My Articles similar articles
Registered Rep.
August 11, 2011
Mark Miller
Why Working in Retirement Can Pay Dividends for Your Clients -- If They Can Pull It Off Over half of American workers say they plan to keep on working in retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2006
David L. Lawrence
Focusing On Income Evolving your practice into a retirement distribution practice does not mean that you have to abandon your accumulation clients. The challenge is to meld both types of clients into a practice in a way that is both efficient and profitable. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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 mark for My Articles similar articles
Registered Rep.
November 16, 2011
Diana Britton
How Much Cash Are Your Clients Really Holding? The Sum May Surprise You Investors say they're holding 27 percent of their investable assets in cash, according to an MFS Investment Management survey of 929 investors. mark for My Articles similar articles
Financial Advisor
November 2007
Mitch Anthony
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. mark for My Articles similar articles
Investment Advisor
December 22, 2010
Danielle Andrus
Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask. mark for My Articles similar articles
Financial Planning
March 1, 2008
Stacy Schultz
Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today. mark for My Articles similar articles
The Motley Fool
February 26, 2007
Mary Dalrymple
Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how. mark for My Articles similar articles
The Motley Fool
August 18, 2010
Alyce Lomax
The Boomer Bust Could Slam These Stocks Boomers' busted budgets could impact many stocks in industries beyond the retail sector. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2012
Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65. mark for My Articles similar articles
The Motley Fool
May 23, 2007
Jill Ralph
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. mark for My Articles similar articles
Job Journal
August 5, 2012
Penelope Trunk
Brazen Careerist: The Age of Personal Responsibility We are living in an age where career success depends more and more on personal responsibility and initiative. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
May 13, 2013
Lauren Barack
Baby Boomers Driving the Technology Wave Forget "next-gen." The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought. mark for My Articles similar articles
Job Journal
October 14, 2007
James E. Challenger
Retirement Can Wait Eight in ten baby-boomers plan to delay retirement and remain in the workplace. Some of them, however, may find the prospect of continuing to work in their current occupation tedious. Here's how they can transfer their skills to a new industry. mark for My Articles similar articles
On Wall Street
June 1, 2009
Robert Seaberg
The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect mark for My Articles similar articles
The Motley Fool
December 13, 2007
Chuck Saletta
When Can You Retire? We all dream of that magic day we can retire and truly become masters of our own time. A dream without a plan, though, runs an immense risk of becoming a living nightmare. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
September 1, 2010
Bill Willis
Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y. mark for My Articles similar articles
The Motley Fool
June 27, 2006
Dayana Yochim
The Kids Aren't Alright Here is a look at the financial attitudes of kids these days and some advice on how they can survive the real world financially intact. mark for My Articles similar articles
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. mark for My Articles similar articles
Wall Street & Technology
March 14, 2008
Cory Levine
Wealth Management Firms Need Tech Upgrade As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology. mark for My Articles similar articles