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Financial Planning April 1, 2012 Ann Marsh	Opportunistic Retirement Investing It's what every planner wants - bullet-proof retirement strategies for clients who can then remain calm through the worst volatility.
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.
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.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
Financial Planning April 1, 2008 Marion Asnes	Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
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.
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.
Financial Planning July 1, 2007 Marshall Eckblad	Bookshelf The Wall Street Journal Complete Retirement Guidebook by Glenn Ruffenach and Kelly Greene provides priceless help in explaining the more complex facets of retirement planning to clients.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
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 September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
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.
Financial Advisor October 2005 Gregory Bresiger	Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
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.
Registered Rep. March 18, 2014 Diana Britton	The Retirement Illusion Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013.
BusinessWeek October 22, 2009 Chris Farrell	Should You Roth? Converting your 401(k) to a Roth IRA may be your best retirement bet, but you'll still get a tax bill
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.
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.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
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.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
Financial Planning October 1, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
The Motley Fool October 10, 2008 Mac Greer	Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement?
The Motley Fool September 26, 2006 Jill Ralph	The Numbers Are In and They Don't Look Good Few Americans run their retirement numbers, and the rest are in for a rude awakening. Are you?
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.
The Motley Fool November 6, 2008 Chuck Saletta	How to Salvage Your Retirement Plan Now Regroup, recover, and restart your retirement plan from where you are today.
The Motley Fool May 11, 2004 Dayana Yochim	Calculate Your Demise How long do you need your investments to last? As long as you do.
The Motley Fool October 9, 2007 Bill Barker	On the Day I Will Have Lost a Half a Million Dollars How to cope with a big loss after many years of doing it all right.
The Motley Fool December 30, 2003	How Much Do You Need to Retire? Plan for some comfortable golden years.
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 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.
The Motley Fool January 5, 2010 Dan Caplinger	The Smartest Money Move You'll Ever Make The right answer to this question could mean millions. the doors are open for those who want to convert existing retirement accounts to Roth IRAs. And never before have so many people been interested in making the move.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
The Motley Fool June 6, 2007 Tim Hanson	3 Ways to Avoid a Retirement Disaster Even if your golden years are decades away, what you do now can make or break your retirement.
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 Planning August 1, 2012 Scott Wenger	The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is.
The Motley Fool January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
Registered Rep. June 13, 2014 Mark Miller	Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession.
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 Advisor July 2011	The End Of Retirement Rethinking conventional wisdom about retirement is healthy for the financial services industry.
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.
The Motley Fool April 9, 2007 Rich Duprey	Will Your Golden Years Be Tarnished? Without a plan to achieve your retirement goals, your golden years might not be as bright and shiny as you imagined.
On Wall Street March 1, 2012 John Diehl	The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging.