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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.
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.
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
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.
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
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.
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.
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.
Fast Company February 2011 Stephanie Schomer	How Marc Belton's Online Communities Are Boosting Boomer Health Rethinking how to market products for the elderly - by targeting their aging children.
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.
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.
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."
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.
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.
AFP eWire February 7, 2012	Giving Data Show Boomers Poised for Record Giving Capacity Data and historical trends show that there is great capacity among older Americans, boomers and the next generation of donors to give more than ever.
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.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
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.
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.
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.
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.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
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.
The Motley Fool November 12, 2009 Dan Caplinger	Will the Baby Boom Spell Doom for Stocks? Retiring boomers will need cash. Will they dump their assets en masse?
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 August 2008 Melanie Waddell	Consolidation Crunch Retiring boomers' shedding of products and services presents challenges for advisors.
The Motley Fool December 6, 2008 Selena Maranjian	Is Your Retirement Being Destroyed? It's true that everyone is hurting right now. But those who are planning to retire soon face some particular challenges.
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.
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.
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.
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?
HBS Working Knowledge October 18, 2004 Manda Salls	The Nonprofit Boon from Boomers A new study by the Harvard School of Public Health identifies baby boomers as a great potential source of volunteers in the future. But nonprofits better start making their pitch now.
Investment Advisor December 22, 2010 Danielle Andrus	Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask.
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.
Financial Advisor March 2006 David J. Drucker	Breaking The Rules We can prognosticate as much as we want, but only time will tell exactly how boomers will fare as a generation in retirement. Here's what financial advisors can do to help.
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?
U.S. Banker October 2009 Sherry Cooper	Remaking the Retirement Plan, Post-Crisis Spooked by sharp declines in their net worth, boomers are postponing retirement and investing more conservatively. They are also counting on their banks to simplify their financial lives.
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.
Entrepreneur March 2007 Chris Penttila	Golden Age The boomers are coming. Can you help your city prepare?
Real Estate Portfolio May/Jun 2002 Merrie S. Frankel	Manufactured Housing Sector Looks to Build on Improved Fundamentals Although it remains a small sub-sector of the commercial real estate industry, the manufactured housing market offers investors some interesting opportunities despite facing serious challenges...
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.
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.
Financial Planning April 1, 2008 Stacy Schultz	5 Questions with Brian Boyer A conversation about the retirement revolution.
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.
Financial Planning March 1, 2013 Dennis Stearns	3 Predictions We're Betting On How one firm is preparing for a few of the mega trends heading our way.
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.
Financial Advisor April 2006 Deena Katz	A Partnership In Productive Aging Boomers will look to financial advisors as their financial mentors, educators and life diagnosticians. Consequently, advisors need to do some practice retooling to meet these new requirements.
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.
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.
Commercial Investment Real Estate Nov/Dec 2002 Hoffman & Allen	Homing in on Manufactured Housing Look to these communities to find investment opportunities.