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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.   |
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. |
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. |
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. |
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? |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
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. |
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. |
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. |
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 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. |
Investment Advisor
April 2009
Melanie Waddell |
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough. |
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. |
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. |
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? |
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. |
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. |
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. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
The Motley Fool
May 18, 2011
Dan Caplinger |
How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer. |
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. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
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. |
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? |
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. |
Financial Planning
February 1, 2007
Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. |
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? |
Financial Planning
September 1, 2006
Dan Wheeler |
Boomer Bust? The coming boomer retirement wave has spawned much conjecture on what will happen to the stock market. Here's what to consider. |
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. |
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. |
The Motley Fool
November 17, 2006
Mary Dalrymple |
Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans? |
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. |
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. |
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." |
Job Journal
September 7, 2008
James E. Challenger |
Older Workers Find Favor in the Current Job Market A new report shows that employment among older workers is actually on the rise, shattering the myth that these workers are particularly vulnerable in this economic downturn. Their experience and knowledge instead make them valuable assets to an employer. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
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. |
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. |
Registered Rep.
November 1, 2005
Kevin Burke |
A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place. |
Financial Advisor
October 2005
David J. Drucker |
Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income. |
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. |
Knowledge@Wharton
January 29, 2003 |
China Can Help the U.S. Tackle Its Social Security Crisis Much has been written about the looming pension crisis in the U.S., Europe and Japan, whose populations are aging. Wharton finance professor Jeremy J. Siegel argues that economic growth in China and the rest of the developing world holds the key to dealing with the impending crunch. |
Financial Planning
June 1, 2005
Len Reinhart |
Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement. |
Registered Rep.
June 13, 2014
Mark Miller |
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. |
Financial Planning
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
Investment Advisor
May 2008
Kara P. Stapleton |
Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track. |
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. |
The Motley Fool
December 21, 2010
Dan Caplinger |
Make Your Retirement Dreams a Reality The financial crisis of 2008 and early 2009 has had a much bigger impact on retirement savings behavior than you might have thought -- and the result could be disastrous for investors of all ages. |
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. |
BusinessWeek
February 10, 2011
Tom Keene |
Tom Keene's EconoChat Tom talks with senior economist Drew Matus of UBS Securities on changes in the American workforce |
