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Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
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.
AskMen.com Terence Channon	Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there.
The Motley Fool December 15, 2005	Do You Really Need an Emergency Fund? Don't rely on conventional wisdom to protect yourself. Here's how to determine how much you need to save to live on.
The Motley Fool December 27, 2006 Mary Dalrymple	Build Your Fort Knox You know you need an emergency fund, but how much is enough?
The Motley Fool March 17, 2004 Robert Brokamp	Roth IRA as Emergency Fund Should you use a Roth IRA for non-retirement expenses? Money in an IRA should be used just for retirement. Or should it? Money earmarked for other purposes -- but which may never be used as it was intended -- might be best deposited in a Roth IRA.
The Motley Fool August 30, 2007 John Rosevear	Start Saving Now Does the prospect of saving for an emergency fund or for retirement seem too overwhelming? Then start smaller. Save for a tangible near-term goal, and commit yourself to paying off credit cards each month.
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.
The Motley Fool October 14, 2004 Robert Brokamp	Roth IRA as Emergency Fund? Money in an IRA should be used just for retirement. Or should it?
The Motley Fool September 29, 2004	You Really Need an Emergency Fund Don't get caught with a sudden need for cash.
The Motley Fool March 1, 2007 Mary Dalrymple	Urgent! Emergency! How long could your emergency savings last?
The Motley Fool March 19, 2007 Mary Dalrymple	Is Your Emergency Fund Too Big? Here are some signs that it might be time to put your money to other uses.
AskMen.com April 13, 2003 Dan Carter	8 Steps To Take Before Investing Although placing money in the stock market, real estate or other venues is a must for many, there is a checklist you must walk through beforehand. Like many other important decisions in life, it is highly recommended that you exhaust all resources prior to delving into this risky business.
The Motley Fool May 8, 2009 Dan Caplinger	Your Finances Must Pass This Stress Test Even as some start to see light at the end of the tunnel in this long bear market, it's still important to make sure your finances are in the best possible shape.
The Motley Fool April 30, 2007 Mary Dalrymple	Emergencies Never Cease Its size and style may change, but you'll always need an emergency fund.
AskMen.com July 8, 2001 Luis Rodrigues	9 Finance Tips To Make You Successful The job you have does not guarantee a stable financial life - although being an engineer or lawyer probably helps. But what really makes a difference, is how well an individual plans his personal finances.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
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.
The Motley Fool February 25, 2005 Robert Brokamp	5 Steps to Financial Triage What to do when life throws you a big-ticket curveball.
AskMen.com Michael B. Rubin	5 Financial Tips For Expecting Parents If you've just received the news that your wife or girlfriend is pregnant, make sure you have a solid financial plan if you hope to make it through the next nine months.
Registered Rep. December 1, 2006 Gresham & Gresham	Diagnosing Your Prospects' Pressure Points Millionaire Hot Buttons The end of each calendar year provides a natural setting for serious prospecting. So how can financial advisors use this moment to capture additional assets and referrals?
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
The Motley Fool December 27, 2006 Mary Dalrymple	To Prepay or Not to Prepay If you've ever wondered whether it's a better financial strategy to prepay your mortgage or to save more for retirement, a recent study provides a few insights.
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 September 18, 2009 Dayana Yochim	Scrounging Up Cash When You Don't Have a Dime When your borrowing options are not great, or even good, here's how to make the best of a bad borrowing situation.
AskMen.com Ryan Ortega	Establishing An Emergency Fund One of the first items on your financial agenda should be setting up an emergency fund for any and all unforeseen turbulence.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
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 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.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
The Motley Fool November 26, 2007 Rich Duprey	What Comes First: Debt or Savings? Paying down debt can save you money -- as long as you also have something set aside for emergencies.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Advisor November 2003 J. Michael Martin	Dear Paul... Providing advice on financial basics for clients' adult children
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?
AskMen.com Terence Channon	2008 Financial Resolutions Setting goals for the next 12 months does not have to be limited to weight loss or personal fitness goals -- there are many money matters you can resolve to tend to in the New Year as well. Here are some practical tips to get you started.
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.
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.
Registered Rep. January 11, 2013 Mark Miller	Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
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.
The Motley Fool January 18, 2007 Mary Dalrymple	Feed Your 401(k) Even recent hires have run out of excuses for ignoring retirement. The best part about a 401(k)? Once you set it up, the savings happens automatically.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
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 September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
On Wall Street October 1, 2011 Elizabeth Wine	Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent.
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.
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.
The Motley Fool February 26, 2007 Mary Dalrymple	Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how.
Registered Rep. August 12, 2011 Diana Britton	Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future.
Registered Rep. May 1, 2005 Paul Bouchey	Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.