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The Motley Fool
September 24, 2009
Dan Caplinger
This Will Make Your Money Last Forever If you're just as concerned with those who'll come after you as you are with your own needs, you may find that following a different path with your finances can create wealth not just for you, but for your children and grandchildren as well. mark for My Articles similar articles
The Motley Fool
October 1, 2008
Dan Caplinger
The Investing Strategy That Protects Your Family Your grandchildren can benefit from your investing foresight. mark for My Articles similar articles
The Motley Fool
August 17, 2009
Dan Caplinger
Don't Dream of Retiring Without Doing This All it takes is making a few changes to the way you look at your finances to get your portfolio ready to retire with you. 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
The Motley Fool
October 14, 2009
Chuck Saletta
Are You Too Old to Start Investing? No matter how little working time you have left, you should be investing. Even if retirement is just around the corner, remember that you're looking for money to help get you through the rest of your life. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 5, 2007
Dan Caplinger
Are You Too Old for Stocks? Seniors need to balance all of the risks they face. As you approach or enter retirement, you no longer have the luxury to weather long downturns in stocks. mark for My Articles similar articles
The Motley Fool
June 19, 2009
Dan Caplinger
You'll Never Go Broke This Way Retirees have fewer options than many other investors do. But when giving up is not an option, locking in income while seeking modest growth is the best recipe to try to repair your portfolio. mark for My Articles similar articles
The Motley Fool
August 25, 2004
Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last. mark for My Articles similar articles
The Motley Fool
September 21, 2007
Dan Caplinger
Don't Lose Your Life Savings After a lifetime of hard work, seniors should be able to sit back and enjoy their retirements comfortably. But beware, con artists and disreputable professionals have singled out the elderly as targets for scams and fraud. mark for My Articles similar articles
The Motley Fool
November 4, 2005
Kaderli & Kaderli
How Much Is Enough? You may not need as much as you think to live a life of financial independence. There is no "one size fits all." When it comes to your portfolio, you must be comfortable and confident with your personal risk tolerance. mark for My Articles similar articles
The Motley Fool
October 24, 2008
Dan Caplinger
Now, Now, Now Is the Time to Invest The best place you could have kept your money during the past year is on the sidelines. But that doesn't mean you should stay there forever. mark for My Articles similar articles
The Motley Fool
April 10, 2007
Selena Maranjian
Why Settle for a Small Fortune? Ask yourself whether you're giving your portfolio a chance to grow to its fullest. Stocks are, for many (if not most) people, the best road to wealth. mark for My Articles similar articles
The Motley Fool
February 4, 2004
Dave Braze
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? mark for My Articles similar articles
The Motley Fool
December 8, 2008
Chuck Saletta
What Matters Most Right Now If the only cash you have available to invest is money you might need to use to cover your living expenses if you lose your job, investing it now might still be a really bad idea. 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
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
The Motley Fool
January 4, 2007
Selena Maranjian
Get Rich Already! Discover how to increase your wealth tenfold. Start by assessing your investments. Is your money invested in places where it's likely to grow at a good clip over the long haul? mark for My Articles similar articles
The Motley Fool
March 3, 2009
Dan Caplinger
How to Save Your Family's Future Give a gift that will last a lifetime. mark for My Articles similar articles
Investment Advisor
January 2007
Susan L. Hirshman
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. mark for My Articles similar articles
The Motley Fool
March 25, 2009
Selena Maranjian
2.5 Million Households Have Vanished! Are millionaires an endangered species? mark for My Articles similar articles
Registered Rep.
April 24, 2015
Mark Miller
Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy. mark for My Articles similar articles
The Motley Fool
October 9, 2006
Tim Beyers
Foolish Advice on Long-Term Care Insurance Opinions vary when it comes to long-term care insurance. It's not for everyone, but it might be for you. mark for My Articles similar articles
The Motley Fool
January 20, 2004
Dayana Yochim
Home Sweet Savings Home is where the wealth is -- less so, if you're rich. mark for My Articles similar articles
Registered Rep.
February 2, 2011
Charles Paikert
Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management. mark for My Articles similar articles
The Motley Fool
March 12, 2007
Dan Caplinger
The Best Stocks for Your Heirs Investors, should you increase your risk exposure for your children's and grandchildren's sake? mark for My Articles similar articles
The Motley Fool
July 14, 2011
Dan Caplinger
Make Your Money Last for Generations Multi-generational financial planning makes a huge difference. mark for My Articles similar articles
AskMen.com
February 18, 2002
Rashmikant Patel
What Kind Of Investor Are You? It is easy to say that you want to make money in the stock market, but the true question is how much you are willing to risk in order to achieve your investment goal... mark for My Articles similar articles
The Motley Fool
January 19, 2007
Brian Lawler
Should We Sweat Our Savings Rate? Do the savings statistics accurately portray an overspending American consumer, or is it just another financial illusion? mark for My Articles similar articles
Financial Planning
May 1, 2006
Pam Black
America's Nest Egg Score A.G. Edwards issued its first quarterly Nest Egg Score, which is designed as a comprehensive indicator of how U.S. households are doing at building wealth. Here are the findings. mark for My Articles similar articles
Financial Advisor
November 2008
Ken Ziesenheim
The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned. mark for My Articles similar articles
Managed Care
May 2001
Study: Consumers benefited most during '90s conversion to managed care Out-of-pocket spending on health care went virtually unchanged from 1990 to 1997, thanks in large part to employers' conversion from indemnity plans to managed care... 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
June 2007
Steven T. Merkel
Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition? mark for My Articles similar articles
Financial Planning
October 1, 2010
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. mark for My Articles similar articles
Registered Rep.
January 26, 2011
Charles Paikert
Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business. mark for My Articles similar articles
The Motley Fool
December 21, 2005
Do You Need Long-Term Care Insurance? Don't put off at least thinking about it. Here are some quick guidelines to help determine your long-term care insurance needs. mark for My Articles similar articles
Investment Advisor
April 2008
Susan L. Hirshman
Spend Like There Is a Tomorrow It doesn't matter how good your clients' investments are if they spend too much. mark for My Articles similar articles
The Motley Fool
August 10, 2006
Robert Brokamp
Protect Your Retirement From Inflation A retirement plan that doesn't account for inflation is like a house infested with termites. So how does a retiree prop up his purchasing power? By investing in blue-chip, dividend-paying stocks. mark for My Articles similar articles
HBS Working Knowledge
August 23, 2004
Ann Cullen
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." mark for My Articles similar articles
U.S. Banker
December 2008
Anthony Malakian
Death, Taxes, and Opportunity In a Down Market At the end of every calendar year, tax, investment and succession planning are topics of intense interest for wealth management teams and their high-net-worth clients. This year, they have a particularly long list of topics to discuss. mark for My Articles similar articles
The Motley Fool
January 28, 2004
Robert Brokamp
Who Has All Your Money? You made thousands of dollars in 2003. Where did it all go? Did your money end up in a place that made your life better? mark for My Articles similar articles