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Registered Rep. January 28, 2015 Kevin McKinley	Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later.
The Motley Fool March 30, 2010 Robert Brokamp	Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles.
BusinessWeek July 2, 2008 Ellen Hoffman	Retirement Words You Need to Know Before you make retirement decisions, make sure you understand the lingo.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
The Motley Fool November 17, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Two Steps Forward, Three Back When you have financial emergencies, how can you get ahead?
The Motley Fool July 22, 2004 Robert Brokamp	The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more.
The Motley Fool December 20, 2011 Dan Caplinger	Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
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The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
The Motley Fool August 12, 2004 Robert Brokamp	I Eat My Children's Scraps Parents who want to retire have to be extra-vigilant (and brutally honest) about where their money goes. But it is all worth it.
Financial Advisor July 2010 Dalton & Dalton	The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid.
The Motley Fool January 8, 2007 Mary Dalrymple	To Prepay or Not to Prepay, Revisited Weigh your desire to prepay your mortgage with your other financial goals.
Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
The Motley Fool April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Wall Street & Technology June 13, 2006	The Online Generation New research based on consumer survey results reveals that young adults, ages 25 to 34, are between 4% and 10% more likely to research and purchase their financial products online than overall online users.
The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
On Wall Street May 1, 2010	Five Questions with Daniel Banis Higher-income executives want more investment options, especially coming out of a market that knocked many portfolios off course.
On Wall Street October 1, 2009 Lauren Barack	The New Retirement Portfolio Repairing retirement portfolios is front and center for every advisor. Unfortunately, depending on an investor's age, rebuilding back to their old balances may not be possible.
Registered Rep. September 22, 2010 Kevin McKinley	Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement.
The Motley Fool September 14, 2007 Chuck Saletta	The Most Important Decade for Your Retirement If you could carve out a very special decade of your life, and really make your retirement your priority for that decade, it just might provide all the savings you need. And that decade is...
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.
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
The Motley Fool February 25, 2005 Robert Brokamp	5 Steps to Financial Triage What to do when life throws you a big-ticket curveball.
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
The Motley Fool July 20, 2010 Dan Caplinger	Do This to Make Your Money Last a Lifetime Tips to making your assets last longer in retirement.
Registered Rep. May 16, 2013 Kevin McKinley	The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement.
The Motley Fool November 3, 2009 Amanda B. Kish	Why You Won't Be Able to Retire Don't quit your day job just yet! There is a true crisis ahead -- and new data shows just how unprepared most Americans are to retire.
The Motley Fool December 9, 2004 Robert Brokamp	What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more?
The Motley Fool August 26, 2011 Dan Caplinger	4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available.
The Motley Fool February 23, 2004 Robert Brokamp	What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more?
Financial Planning December 1, 2005 Deborah Fox	Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses.
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
Registered Rep. November 1, 2006 Gresham & Gresham	Partners in Care Having parents who are ill prepared for retirement can easily derail even the most bulletproof retirement plan. Make sure your clients don't delay planning for parental emergencies until it's too late.
Financial Planning March 1, 2011 Temma Ehrenfeld	Diversification Works Investors with diversified portfolios who rode out the crash actually owned slightly bigger portfolios at the end of 2010 than they had at the peak of the market in 2007.
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.
The Motley Fool November 17, 2010 Selena Maranjian	If You Don't Have a 401(k) There's more than one way to build a strong retirement.
AskMen.com Michael Estrin	How to Take Advantage of Home Equity Nearly 47% of household assets are tied up in the primary residence. Here are two ways to get at that cash and some tips on what you should use it for.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
The Motley Fool September 22, 2009 Dan Caplinger	Your 401(k) Isn't as Bad as You Think Although the vast majority of 401(k) plans have investment options that are good enough for workers to create strong retirement portfolios, most workers aren't up to the challenge.
CFO June 1, 2006 Scott Leibs	This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are.