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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
The Motley Fool
April 20, 2005
Dayana Yochim
Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to. 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
Financial Planning
August 1, 2007
Len Reinhart
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. mark for My Articles similar articles
The Motley Fool
July 21, 2009
Dan Caplinger
The Right Investments for Your Retirement Set up a portfolio that will last throughout your golden years. mark for My Articles similar articles
The Motley Fool
March 15, 2007
Mary Dalrymple
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. mark for My Articles similar articles
The Motley Fool
January 25, 2005
Dayana Yochim
You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins. mark for My Articles similar articles
The Motley Fool
January 11, 2005
Dayana Yochim
Note to Self: Plan Retirement A brief, eye-opening exercise to take the guesswork out of saving for retirement. mark for My Articles similar articles
The Motley Fool
January 14, 2005
Dayana Yochim
Activate Retirement Panic Plan Antsy about your retirement plans? Oh, you're already retired? Read on. It might not be as easy as 1-2-3, but getting your retirement back on track may help revive that youthful glow. 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.
January 31, 2011
Charles Paikert
Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts. mark for My Articles similar articles
The Motley Fool
October 13, 2010
Dan Caplinger
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Kevin McKinley
Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance... mark for My Articles similar articles
The Motley Fool
February 18, 2010
Dan Caplinger
6 Stocks Even Retirees Can Love You need stocks that will let you sleep at night, with low volatility, dividend growth, and attractive valuations. mark for My Articles similar articles
Financial Planning
August 1, 2007
Marshall Eckblad
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. 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
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
Registered Rep.
March 1, 2005
Mark Feffer
The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans. mark for My Articles similar articles
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. 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
The Motley Fool
February 25, 2005
Selena Maranjian
How to Retire Happy If you want to enjoy your golden years, you'll need more than a lot of dollars. mark for My Articles similar articles
On Wall Street
July 1, 2010
John Papadopulos
The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives. mark for My Articles similar articles
Investment Advisor
April 2007
James J. Green
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. 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
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
June 2007
Tracey Longo
Grown Up, But Not Gone More and more retired or nearly retired investors are engaging in something that is extremely difficult for even the brightest advisors to accommodate in a financial projection: unplanned giving to their adult kids. mark for My Articles similar articles
The Motley Fool
May 5, 2005
Dayana Yochim
Don't Be a Retirement Flunkee A surprising number of retirees get an "F" in Golden Years 101. Do your homework and you won't be one of them. mark for My Articles similar articles
The Motley Fool
July 22, 2005
Dayana Yochim
College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters. mark for My Articles similar articles
The Motley Fool
January 25, 2007
Mary Dalrymple
Retire in Poverty? Reverse the deteriorating retirement trend by saving more now. mark for My Articles similar articles
The Motley Fool
March 7, 2007
Mary Dalrymple
Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning. mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs? mark for My Articles similar articles
The Motley Fool
May 29, 2007
Bill Barker
You, Your Retirement, and You It's all about your retirement and you. Here are three brief places to start in securing your retirement. 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
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. mark for My Articles similar articles
The Motley Fool
November 10, 2009
Dan Caplinger
The Easy Way to Rescue Your Retirement Take the time to figure out exactly what you want in your retirement, and you'll get a much better sense of what you have to do to get there. mark for My Articles similar articles
The Motley Fool
July 6, 2004
Gardner & Gardner
Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 1, 2006
Dan Caplinger
Moving After Retirement, Part 2 Choosing where to live isn't a simple decision for any retiree. After weighing all the factors, however, you can pick a destination that will let you achieve the dreams you've waited a lifetime to reach. mark for My Articles similar articles
The Motley Fool
June 13, 2005
Dayana Yochim
Note to Self: Retire Someday Are you letting a list of trivial "to-do" items supercede a major life decision? Plan your retirement instead! Here is an easy way to map out the future, leaving you plenty of time to procrastinate later. mark for My Articles similar articles
The Motley Fool
March 15, 2005
Dayana Yochim
Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be. mark for My Articles similar articles
The Motley Fool
December 18, 2007
Doug Short
Flunking Your Retirement Do you know the four-letter secret to retirement success? It's P-L-A-N. Read on to learn more. 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
December 8, 2004
Dayana Yochim
Ticking Retirement Time Bomb A cautionary bedtime tale for kids and their parents. By the year 2030, retiring Americans will be short $45 billion for what they need to pay to live, according to studies by the Employee Benefit Research Institute. mark for My Articles similar articles
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? mark for My Articles similar articles
Inc.
May 2006
Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look. mark for My Articles similar articles
Financial Planning
April 1, 2007
Elizabeth O'Brien
White Paper A new survey shows American workers save more for retirement each month than their counterparts in Australia, Canada, China, France, Germany, Hong Kong, Italy, Japan, Spain and the U.K. mark for My Articles similar articles
The Motley Fool
June 8, 2009
Selena Maranjian
Don't Be This Investor If you think you're headed for a happy retirement, let's hope that none of these striking statistics apply to you. 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
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
Financial Planning
December 1, 2007
Stacy Schultz
White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends. mark for My Articles similar articles