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Registered Rep.
October 1, 2006
Kevin McKinley |
Waiting Is the Smartest Part For clients with longer life expectancies and multiple sources of retirement income, delaying Social Security payments can provide a gain far greater than the pain of postponement. Here are three reasons why waiting can be worthwhile.   |
The Motley Fool
September 9, 2008
Dan Caplinger |
Pick the Right Time to Retire Taking early Social Security is often a smart move. |
Registered Rep.
April 2, 2014
Kevin McKinley |
Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s. |
The Motley Fool
March 15, 2006
David Braze |
Social Security and Your Spouse What will your spouse get from Social Security? |
Financial Advisor
June 2006
Marla Brill |
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best. |
The Motley Fool
November 5, 2004
David Braze |
Take Social Security at 62? What is the best way to get the most of your Social Security benefit? |
Financial Planning
July 1, 2009
Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. |
Registered Rep.
March 1, 2005
Kevin McKinley |
In Praise of Work Four out of five baby boomers plan on working after they retire from their "real" jobs. Here's how you can help them realize the tax, Social Security and financial benefits of their labor, while avoiding the pitfalls. |
On Wall Street
April 1, 2011
J. Graydon Coghlan |
Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age. |
Financial Planning
April 1, 2006
Joshua B. Gottfried |
No Safety Net Without proper planning, government workers not covered by Social Security or Medicare may find their retirement income in free fall. Here's what financial planners need to know to calculate their clients' true retirement needs. |
Registered Rep.
June 1, 2005
Kevin McKinley |
Social Stupidity Here are some common mistakes retirees make with their monthly checks, along with methods financial advisors can use to protect them. |
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. |
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. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
November 16, 2004
David Braze |
Work Can Reduce Your Social Security If you work after you've started receiving Social Security, you could lose some of your benefits. |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
The Motley Fool
June 1, 2011
Dan Caplinger |
How You Can Retire Richer Taking Social Security at the right time is the key. |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
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... |
The Motley Fool
November 14, 2006
Mary Dalrymple |
After Retirement Think now about how to handle health setbacks late in life. Long-term care insurance can offer additional peace of mind. |
Financial Advisor
May 2012
Joel P. Bruckenstein |
Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question. |
Financial Advisor
May 2004
Raymond Fazzi |
Retirement Stop Sign Health care costs force many clients to rethink retiring early. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
The Motley Fool
December 10, 2008
Dan Caplinger |
The Easiest Returns You'll Ever Find You do have some control over one part of your retirement support system. When you decide to take Social Security will greatly affect how much money you and your loved ones receive throughout your golden years. |
Financial Planning
February 1, 2006
John Nersesian |
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. |
Financial Planning
March 1, 2006
Joel P. Bruckenstein |
Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well. |
The Motley Fool
August 6, 2004
Robert Brokamp |
Do You Want to Work Forever? How will you retire if you're not saving enough? |
AskMen.com
January 21, 2002
Rashmikant Patel |
Retire Comfortably With A Dollar A Day With a little change and a lot of discipline, your retirement years will be a walk in the park... |
Financial Planning
April 1, 2012
Scott Wenger |
Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk. |
The Motley Fool
July 9, 2008
Chuck Saletta |
Can You Live on $845.89 Per Month? If you think you can count on Social Security for anything resembling a comfortable retirement, think again. |
The Motley Fool
May 14, 2007
Rich Duprey |
Then Again, Maybe I Won't -- Retire Work a few more years for a worry-free retirement. We all have an image of what retirement will be for us. The question is whether we'll actually be able to achieve it. |
AskMen.com
December 10, 2000
Luis Rodrigues |
Retire Rich... Really Rich If you want to retire rich or plan on retiring a little earlier than the average Joe, it's time to evaluate your situation. Unless you were lucky enough to be a blue blood or you won the state lottery, chances are that you'll have to do some careful financial planning to meet your goals... |
The Motley Fool
July 29, 2004
Robert Brokamp |
Retire Your Way -- Or Don't Economic realities, longer life expectancies, and distaste for fogy activities might dictate that you'll retire well into your 70s -- if ever. |
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. |
The Motley Fool
April 14, 2005
Robert Brokamp |
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? |
The Motley Fool
March 7, 2007
Dan Caplinger |
Social Security in the Slow Lane Taking a pay cut doesn't mean you'll wreck your retirement. If your current job is causing you more stress and anxiety than it's worth, you may need to put financial concerns on the back burner and focus instead on your immediate well-being. |
The Motley Fool
August 4, 2005
Dayana Yochim |
615 Social Security Questions ... For answers to six burning questions that really matter for your future, read on. |
Registered Rep.
July 21, 2010
Kevin McKinley |
The Social Security Flip In the current economic environment one of the greatest challenges faced by financial advisors is how to boost income for retired, risk-averse clients. |
BusinessWeek
July 2, 2009
Dean Foust |
Meet the Hypotheticals To replicate the financial situation facing many members of the sandwich generation, here is a profile of a hypothetical couple who have seen the value of their investment and retirement portfolios slashed by the market downturn. |
The Motley Fool
June 5, 2006
Robert Brokamp |
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more. |
Financial Planning
September 1, 2007
Somnath Basu |
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. |
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. |
Investment Advisor
April 2006
Melanie Waddell |
Four Planners Who Get It: David Maurice & Lois Carrier This husband and wife planning team are so convinced that clients need to mentally and emotionally grasp the realities of retirement that they abandoned a thriving financial planning practice and set up their own shop. |
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. |
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? |
Registered Rep.
July 5, 2012
Kevin McKinley |
Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently. |
The Motley Fool
January 28, 2004
Robert Brokamp |
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? |
The Motley Fool
October 6, 2007
Elizabeth Brokamp |
Is Your Nest Egg Cracked? Be aware that the worst can happen, and prepare your retirement fund accordingly. If you're smart, you'll take steps now to ensure your financial nest egg won't completely crack under the pressure of a setback. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
The Motley Fool
December 30, 2004
Robert Brokamp |
6 Retirement Resolutions Make 2005 the year you moved much closer to quitting your job. Here's how. |
