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The Motley Fool February 9, 2011 Dan Caplinger	Make Social Security Work for You Removal of a useful provision will hurt smart retirees, but you can duplicate it yourself.
The Motley Fool September 9, 2008 Dan Caplinger	Pick the Right Time to Retire Taking early Social Security is often a smart move.
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.
The Motley Fool September 8, 2010 Dan Caplinger	Where Retirees Can Find More Income Retirees need money, but guaranteed options have their drawbacks right now.
The Motley Fool May 26, 2010 Dan Caplinger	Get the Most From Social Security The right decision is harder than you think.
The Motley Fool March 1, 2011 Dan Caplinger	A Smarter Strategy for Retired Investors Seniors need protection more than big returns.
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 August 27, 2008 Chuck Saletta	How to Retire Without Saving Millions What can you do to secure your retirement -- without having to save millions of dollars? Read on to see.
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?
The Motley Fool December 3, 2010 Dan Caplinger	Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement.
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 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.
The Motley Fool January 28, 2011 Dan Caplinger	Make Your Retirement a Sure Thing The last years of your career are critical, but they don't have to break you.
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.
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 April 27, 2011 Dan Caplinger	3 Ways to Overcome Your Retirement Doubts Most people think they can't retire. Here's why they're wrong.
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.
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 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.
Registered Rep. April 24, 2014 John Kador	REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now.
The Motley Fool July 13, 2011 Dan Caplinger	Investing on Autopilot Can Crash Your Portfolio You'll do yourself a big favor by taking steps to take control of your own retirement money, rather than counting on default investments to work for you.
The Motley Fool October 24, 2006 Dan Caplinger	Get Income for Life: Part 2 Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more. Different types of annuities offer different benefits and pitfalls.
The Motley Fool June 19, 2009 Dan Caplinger	You'll Never Go Broke This Way Retirees have fewer options than many other investors do. But when giving up is not an option, locking in income while seeking modest growth is the best recipe to try to repair your portfolio.
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.
The Motley Fool July 23, 2004 Roy Lewis	How Retirement Pays Off How do you plan to withdraw your retirement funds?
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 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.
Registered Rep. July 12, 2011 Mark Miller	About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.
The Motley Fool January 25, 2007 Selena Maranjian	Will You Retire by Choice -- or Force? Beware: Lots of people are being forced into retirement -- and they're not ready. When it comes to compounding, the more time that passes, the greater the gain. And that's why being forced to retire early can be so disastrous.
The Motley Fool April 26, 2008 Selena Maranjian	Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful.
The Motley Fool October 12, 2010 Selena Maranjian	3 Ways to Find an Extra $1,000 in Savings It's probably easier than you think.
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.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
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 June 30, 2010 Dan Caplinger	Don't Invest Before You Do This Let your goals determine what investments you make.
The Motley Fool October 14, 2009 Chuck Saletta	Are You Too Old to Start Investing? No matter how little working time you have left, you should be investing. Even if retirement is just around the corner, remember that you're looking for money to help get you through the rest of your life.
Registered Rep. August 27, 2014 Kevin McKinley	One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients.
The Motley Fool August 26, 2011 Chuck Saletta	How to Make the Biggest Investment of Your Life Saving for retirement takes a lifetime but has huge payoffs.
The Motley Fool March 5, 2010 Amanda B. Kish	Why You're On the Hook for $200,000 Americans are certainly known for having their excesses. Unfortunately, saving for retirement isn't one of them.
The Motley Fool October 20, 2009 Dan Caplinger	Why You Need to Become a Millionaire It's no longer optional. Even if young investors succeed in saving $1 million for retirement, it'll only go as far as $300,000 does currently.
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.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
The Motley Fool March 10, 2010 Dan Caplinger	This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks.
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 April 24, 2007 Dan Caplinger	Social Security Is Saved! By not relying too much on resources that may not be there for you in the future, you can ensure that you'll enjoy your retirement years no matter what.
The Motley Fool April 21, 2010 Robert Brokamp	4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation.
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.
Registered Rep. April 1, 2005 Kevin McKinley	In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor.
AskMen.com April 1, 2002 Rashmikant Patel	Can Debt Be Good For You? This might surprise you, but debt is not always a bad thing. It depends on how it's being used and what kind of debt holder you are...
The Motley Fool January 18, 2006 Doug Short	iPod or IRA? Consumers who spend all their earnings on immediate wants will arrive at retirement with little or no savings. They will face decades of financial misery, supported only by a teetering Social Security system. You owe it to your future to take the following steps -- immediately.