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The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
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.
The Motley Fool January 25, 2005 Dayana Yochim	You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
The Motley Fool July 22, 2005 Dayana Yochim	College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters.
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.
The Motley Fool April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
Financial Advisor November 2012	Retirement Plan Participation Down Over 18-Year Period The share of U.S. families with a member participating in any employment-based retirement plan declined during the period from 1992 to 2010, according to the Employee Benefit Research Institute
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
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.
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...
Financial Planning September 1, 2009 Donna Mitchell	Savings Recouped A new report from the Employee Benefit Research Institute says that American families are going to need to drastically increase their savings, work longer or significantly decrease their spending in retirement if they hope to make ends meet.
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.
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.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Financial Planning August 1, 2007 Len Reinhart	Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years.
The Motley Fool November 4, 2004 Gardner & Gardner	How to Rule Your Retirement Want to take control of your retirement? Read on.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying 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.
The Motley Fool June 28, 2004 Selena Maranjian	Retirement Funds Ballooning Investors have fatter retirement accounts, with much in mutual funds.
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 June 2008 Kara P. Stapleton	Successfully Saving Human Resource giant Mercer introduces the "Count on Your Retirement" online retirement savings educational program to assist employees in planning, implementing, and tracking their retirement concerns.
The Motley Fool October 13, 2010 Dan Caplinger	Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them.
Financial Planning August 1, 2010 Donald Jay Korn	Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
The Motley Fool February 3, 2010 Chuck Saletta	Forget Your Kids! Focus on Your Own Future If it comes down to choosing between funding a child's college education, or funding your own retirement, focus on your own future first.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
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.
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, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
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.
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.
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.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
Investment Advisor August 2007 Kara P. Stapleton	Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.
The Motley Fool December 16, 2009 Dan Caplinger	Stop Juggling Your Retirement Investments Consolidate and conquer.
The Motley Fool August 28, 2007 Mary Dalrymple	College Savings for the Whole Family Savings incentives work for kids and parents alike.
The Motley Fool June 3, 2009 Dan Caplinger	4 Easy Steps to a Richer Future If you got a late start saving for retirement, here's how you can get caught up.
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.
Financial Planning November 1, 2009 Donna Mitchell	Hispanic Americans' Retirement Needs Hispanic Americans are more dependent on Social Security for retirement income than other groups and will increasingly need to look for a variety of solutions to ensure a comfortable retirement.
Registered Rep. July 1, 2004 Kevin McKinley	The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years.
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.
Financial Planning June 1, 2007 Jennifer M. DeLong	The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach.
AskMen.com February 3, 2014 Nick Kennedy	Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations.
The Motley Fool September 14, 2007 Chuck Saletta	The Most Important Decade for Your Retirement If you could carve out a very special decade of your life, and really make your retirement your priority for that decade, it just might provide all the savings you need. And that decade is...
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.
The Motley Fool June 13, 2011 Selena Maranjian	Step Away From That Growing Pile of Money The all-too-common practice of borrowing from retirement accounts is much more dangerous than you probably think.