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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
Registered Rep.
October 1, 2005
Better Die Before They Get Old How many boomers are prepared for retirement? 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
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
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
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
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
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
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. 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
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
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
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
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
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." mark for My Articles similar articles
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. 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
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
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. 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
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
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. mark for My Articles similar articles
On Wall Street
October 1, 2011
Michelle Lodge
Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement. mark for My Articles similar articles
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. 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
Wall Street & Technology
November 18, 2005
Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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
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
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
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? mark for My Articles similar articles
The Motley Fool
November 17, 2006
Mary Dalrymple
Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans? 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
August 2008
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc. 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 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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. 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
Investment Advisor
March 2010
James J. Green
Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement. mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life. mark for My Articles similar articles
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. mark for My Articles similar articles
AFP eWire
July 2, 2004
New Strategies to Attract Baby Boomer Volunteers Baby boomers have the promise of becoming a social resource of unparalleled proportions, but charities face special challenges in trying to reach them. mark for My Articles similar articles
Entrepreneur
December 2004
Rieva Lesonsky
Leaving Their Mark A look at the impact of the baby boomers. The aging of the boomers will create more opportunities and challenges for entrepreneurs. mark for My Articles similar articles
Job Journal
October 15, 2006
James E. Challenger
The Boomer Boom Instead of baby boomers retiring, expect a surge in new start-ups that could have a profound impact on the economy. mark for My Articles similar articles