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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.   |
Investment Advisor
November 2009
Savita Iyer-Ahrestani |
Hispanics Need Advice This fast-growing segment of U.S. population offers a great opportunity for advisors. |
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. |
Investment Advisor
October 2006
Kara Stapleton |
Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc. |
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. |
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. |
Registered Rep.
June 30, 2015
John Kador |
The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. |
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. |
The Motley Fool
September 21, 2004
Dayana Yochim |
What Kind of Retiree Are You? A gerontologist says retirees can be classified under four types based on retirement behavior and financial preparedness. |
The Motley Fool
June 24, 2004
Dayana Yochim |
What Kind of Retiree Are You? Retirees can be classified under four types based on retirement behavior and financial preparedness. |
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. |
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. |
The Motley Fool
January 29, 2004
Dayana Yochim |
What Kind of Retiree Are You? Content? Carefree? Sick and tired? |
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. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
The Motley Fool
December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
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? |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
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. |
The Motley Fool
January 14, 2005
Selena Maranjian |
Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late. |
Registered Rep.
March 13, 2012
Jerry Gleeson |
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today. |
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. |
The Motley Fool
October 10, 2008
Mac Greer |
Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement? |
On Wall Street
June 1, 2012
Larry Barrett |
The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor. |
Financial Planning
December 1, 2005
Kathy Gevlin |
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs. |
Job Journal
April 25, 2004
Michael Kinsman |
Career Pros: No Rush to Retire Why major corporations are working hard to recruit older workers. |
The Motley Fool
June 24, 2008
Dayana Yochim |
Die Working Whatever the reason, more people say they plan to continue to work long past the traditional age of retirement. |
The Motley Fool
December 13, 2006
Dan Caplinger |
Risky Business for Small Companies For many small businesses and their employees, employer-sponsored retirement plans remain an unfulfilled dream. |
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. |
Registered Rep.
June 12, 2007
Christina Mucciolo |
Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report. |
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 Planning
March 1, 2007
Elizabeth O'Brien |
White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings. |
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. |
Financial Planning
October 1, 2005
Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. |
AskMen.com
Jeff Wuorio |
Workplace Retirement Plan Far too many people stumble toward retirement with too little money. Understanding and taking advantage of your workplace retirement program can keep you from joining them. |
Registered Rep.
March 16, 2012
Jerry Gleeson |
Polls: Current Financial Concerns Trump Planning for Retirement The glum outlook for American retirement appeared little improved with the release this week of two separate reports that showed continued worker skepticism about their prospects. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. |
Financial Planning
May 1, 2006
Chris Blunt |
Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management. |
Investment Advisor
May 2006
Chris Blunt |
Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization. |
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. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
Investment Advisor
June 2006
Megan L.F. Robert |
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business. |
Investment Advisor
March 2010
James J. Green |
Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement. |
The Motley Fool
June 16, 2009
Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. |
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. |
Investment Advisor
July 2009
Savita Iyer-Ahrestani |
Crisis Hits Middle-Class Retirees Hard In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow. |
U.S. Banker
March 2007
Lee Conrad |
Hispanic Demographic Commands Top Attention The Hispanic demographic is becoming ever more promising for mainstream and niche banks alike. But don't believe the Hispanic business owner is like the average business owner. He's not. |
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 Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
The Motley Fool
January 25, 2007
Mary Dalrymple |
Retire in Poverty? Reverse the deteriorating retirement trend by saving more now. |
