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The Motley Fool
May 24, 2007
Buz Livingston |
Fund Your TSP, That's an Order! There's a lot of debate about whether our troops get the best we can give them. But when it comes to retirement planning, there's no doubt: the Thrift Savings Plan (TSP) is the cream of the crop.   |
Financial Advisor
August 2007
Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. |
The Motley Fool
November 11, 2010
Hank Coleman |
Thrift Savings Plan -- A Great Option for Federal Government Employees, Not Military Members Consider other alternatives such as a Roth IRA. |
The Motley Fool
November 11, 2010
Hank Coleman |
Investing Options for Military Members -- Why You Can't Afford NOT to Invest Just do it! |
The Motley Fool
July 8, 2009
Dan Caplinger |
The Best Fix for the 401(k) Mess The federal employees' perfect retirement plan is already right before your eyes. |
Financial Planning
September 1, 2009
Chanie Schwartz |
Pink-Slip Blues A look at the financial issues that arise upon becoming unemployed, like insurance, stock options, and retirement plans, and the advice a financial advisor should provide. |
National Defense
May 2011 |
Readers Sound Off on Recent Stories Government insourcing article draws rebukes from readers. |
The Motley Fool
February 24, 2009
Dan Caplinger |
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. |
Financial Planning
September 1, 2006
David Liebrock |
Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market. |
Registered Rep.
June 14, 2013
Mark Miller |
The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on. |
Registered Rep.
November 16, 2010
Alan Lavine |
Growth Opportunities: Immediate Annuities And Qualified Retirement Plans There's a window of opportunity for financial advisors to build business: They can use annuities available in 401k plans to help workers with their post-retirement income. |
Financial Advisor
September 2009
John Carl |
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. |
Registered Rep.
June 26, 2015
Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. |
The Motley Fool
September 27, 2010
Selena Maranjian |
Build a Better Retirement Plan Learn how to make the most of retirement plans available to you. |
Financial Advisor
May 2004
Raymond Fazzi |
Retirement Stop Sign Health care costs force many clients to rethink retiring early. |
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. |
On Wall Street
November 1, 2010
Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. |
Financial Advisor
December 2009
Karen DeMasters |
A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers. |
Financial Planning
March 1, 2011
Donald Jay Korn |
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. |
Financial Advisor
February 2011
Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks." |
Financial Planning
October 1, 2010
Donna Mitchell |
The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today. |
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. |
Investment Advisor
December 2009
James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. |
The Motley Fool
July 28, 2008
Chuck Saletta |
What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do. |
BusinessWeek
July 23, 2009
Amy Feldman |
Sizing Up Your Nest Egg A researcher offers a simple formula, based on your income and assets at different ages, to calculate how prepared you are for retirement. |
Financial Planning
August 1, 2007
Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. |
Financial Planning
May 1, 2010
Donald Jay Korn |
Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time. |
Investment Advisor
April 2006
Melanie Waddell |
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Investment Advisor
January 2007
Savita Iyer |
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. |
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 Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
Investment Advisor
June 2010
Marlene Y. Satter |
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. |
The Motley Fool
July 20, 2010
Dan Caplinger |
Do This to Make Your Money Last a Lifetime Tips to making your assets last longer in retirement. |
Financial Planning
February 1, 2011
Donna Mitchell |
Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase. |
The Motley Fool
July 11, 2008
Robert Brokamp |
You Don't Deserve Retirement Here are three reasons why you don't deserve to retire, and how you can change that. |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Investment Advisor
March 2008
Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
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. |
Financial Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Entrepreneur
June 2010
Rosalind Resnick |
A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem. |
Registered Rep.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
The Motley Fool
February 21, 2007
Mary Dalrymple |
Slow Ramp to Retirement You may envision a gradual transition into retirement that starts with reducing your full-time commitment to work and becoming a part-time employee. But before you assume that scenario will become reality, check with your employer. |
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. |
On Wall Street
January 1, 2010
Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
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? |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
