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Financial Advisor
May 2012
Bill Bengen
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. mark for My Articles similar articles
BusinessWeek
July 3, 2008
Lynn O'Shaughnessy
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic. mark for My Articles similar articles
The Motley Fool
September 1, 2010
Dan Caplinger
Why Retirees Still Need Stocks Because bonds alone won't get you to the finish line. mark for My Articles similar articles
Financial Planning
March 1, 2011
Craig L. Israelsen
Nest Egg Survival After spending your working years accumulating money, you face a rude awakening in retirement when that growth is replaced by withdrawal. This drawdown phase might be described as the relentless cracking of the retirement nest egg. mark for My Articles similar articles
Financial Planning
December 1, 2009
Craig L. Israelsen
Disappearing Act In light of the recent market implosion, clients are anxious to make up for lost time (and returns). When their needs in retirement are unrealistic, their portfolios cannot support them. However, the composition of their portfolios can mitigate the blow. mark for My Articles similar articles
Financial Planning
May 1, 2010
Craig L. Israelsen
Built to Last Every retiree wants to build a resilient retirement portfolio. One of the most important parts of such a portfolio is durability.A durable portfolio is one which outlasts the retiree. mark for My Articles similar articles
The Motley Fool
April 19, 2010
Dan Caplinger
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws. mark for My Articles similar articles
The Motley Fool
September 1, 2009
Dan Caplinger
You Can Save Less and Still Retire Rich When you retire, you have one of the hardest tasks still ahead of you: deciding how much of your savings you can afford to spend. mark for My Articles similar articles
The Motley Fool
July 28, 2008
Chuck Saletta
What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do. mark for My Articles similar articles
The Motley Fool
January 28, 2004
Robert Brokamp
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? mark for My Articles similar articles
The Motley Fool
July 9, 2008
Chuck Saletta
Can You Live on $845.89 Per Month? If you think you can count on Social Security for anything resembling a comfortable retirement, think again. mark for My Articles similar articles
The Motley Fool
February 8, 2010
Dan Caplinger
How to Prevent a Retirement Implosion Even if you think you've saved enough for a comfortable retirement, you're not out of the woods yet. The key is making it through the first few years. Here's how. mark for My Articles similar articles
Financial Advisor
March 2005
Jeff Schlegel
Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates? mark for My Articles similar articles
The Motley Fool
April 22, 2008
Selena Maranjian
Uh-Oh: Your Retirement Has Been Rescheduled A market downswing can derail retirement plans with little warning. mark for My Articles similar articles
Investment Advisor
March 2008
Melanie Waddell
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kevin Burke
A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place. mark for My Articles similar articles
Financial Planning
February 1, 2013
Craig L. Israelsen
Investment Portfolio Survival Test If you have clients who have already retired, make sure their portfolios can absorb the most violent shocks. mark for My Articles similar articles
Financial Planning
January 1, 2007
Marshall Eckblad
5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 8, 2007
Robert Brokamp
Save Another $100 for Retirement? Can socking away another hundred bucks today lead to tens of thousands of dollars tomorrow? mark for My Articles similar articles
The Motley Fool
March 1, 2011
Dan Caplinger
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. mark for My Articles similar articles
Investment Advisor
March 2007
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life? mark for My Articles similar articles
The Motley Fool
April 14, 2005
Robert Brokamp
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? mark for My Articles similar articles
The Motley Fool
September 13, 2006
Chuck Saletta
Will You Outlive Your Money? To make the most out of your golden years, you need to have plans in place that assure your money lasts at least as long as you do. mark for My Articles similar articles
Financial Advisor
July 2011
Dan Moisand
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. mark for My Articles similar articles
The Motley Fool
February 24, 2010
Dan Caplinger
3 Ways You Can Rescue Your Retirement No matter how old you are, it's not too late to take action. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2008
Craig L. Israelsen
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients? mark for My Articles similar articles
Financial Planning
February 1, 2007
David Macchia
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Stan Luxenberg
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. mark for My Articles similar articles
Financial Planning
May 1, 2011
Joseph A. Tomlinson
Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions. mark for My Articles similar articles
The Motley Fool
June 5, 2006
Robert Brokamp
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
July 3, 2008
Suzanne Woolley
Retirement Strategies for Tough Times Nest egg looking a little fragile? Chances are you need to rethink your old investment tactics -- and consider a few new approaches. Our Annual Retirement Guide can help. mark for My Articles similar articles
Registered Rep.
October 7, 2011
Stan Luxenburg
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies. mark for My Articles similar articles
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. 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
June 2010
Eric Uhlfelder
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals. mark for My Articles similar articles
The Motley Fool
May 26, 2010
Dan Caplinger
Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly. mark for My Articles similar articles
The Motley Fool
April 6, 2010
Chuck Saletta
Can You Stop Buying Stocks? Probably not yet, but you can reach that point. mark for My Articles similar articles
Financial Planning
April 1, 2011
Craig L. Israelsen
Still Seeking Stability The challenge today for planners is prudently choosing and utilizing a sufficiently wide variety of asset classes so as to create a truly diversified and stable portfolio -- whether it's for the accumulation phase or the distribution phase of life. mark for My Articles similar articles
Financial Advisor
November 2012
Ben Mattlin
The 4% Solution Is it still a feasible retirement withdrawal strategy? mark for My Articles similar articles
The Motley Fool
April 21, 2010
Robert Brokamp
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 16, 2009
Dayana Yochim
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. mark for My Articles similar articles
The Motley Fool
June 3, 2004
Investing Retirement Money Learn how to invest your retirement dollars in relatively "safe" ways. 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
April 2007
Eric Rasmussen
Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement. mark for My Articles similar articles