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Financial Advisor September 2012 Joel P. Bruckenstein	Easy As Pie MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Financial Advisor February 2007 Joel Bruckenstein	Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc.
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.
Financial Advisor November 2006 Joel Bruckenstein	A New Vision The latest version of AdvisorVision, a Web-based financial planning platform from AdviceAmerica, is a big step forward.
Financial Planning June 1, 2007 Ilana Polyak	The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan.
Financial Planning August 1, 2006 Joel Bruckenstein	An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
Financial Advisor May 2011 Joel P. Bruckenstein	Income Discovery Fiducioso Advisors helps build better retirement income plans.
Financial Advisor May 2008 Joel Bruckenstein	Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool.
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.
Financial Advisor July 2011 Joel P. Bruckenstein	Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
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.
Financial Advisor August 2012 Joel P. Bruckenstein	Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.
Financial Advisor November 2008 Joel Bruckenstein	Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
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.
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.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Financial Planning July 1, 2012 Joel Bruckenstein	Tech Tools: Targeting Wage Earners Wouldn't it be nice if there were a technology that could provide meaningful retirement income solutions to those of more modest means? Imagine if advisors could profitably cater to the mass market. RIO may allow advisors to do just that.
Financial Planning July 1, 2009 Gail Buckner	An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security.
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.
Registered Rep. June 7, 2012 Mark Miller	Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income.
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
The Motley Fool March 15, 2006 David Braze	Social Security and Your Spouse What will your spouse get from Social Security?
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.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
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 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.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
Investment Advisor May 2008 Timothy Noonan	Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do?
Registered Rep. November 8, 2013 Mark Miller	Planning For Non-Retirement Here's a checklist of key retirement planning items advisors should keep in mind for their non-retired, older clients.
Financial Advisor November 2007 Joel Bruckenstein	A Breath Of Fresh Air Financial advisors, the new version of NaviPlan is clean, intuitive and much more responsive.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
Financial Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
Financial Planning September 1, 2010 Donald J. Korn	The 8% Solution Many factors, including marital status, investment growth rate, inflation and tax rates, play a role in determining when clients should begin taking their checks from Uncle Sam.
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.
Financial Planning April 1, 2005 Jerome S. Golden	Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
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 Advisor February 2006 Tracey Longo	A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers.
Registered Rep. September 18, 2012 Mark Miller	Advisors, plan sponsors falling short on Social Security advice Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either.
Investment Advisor March 2008 Joni Youngwirth	There Is No Tenure for Advisors Planners who love what they do keep on doing it long after reaching "retirement age".
Financial Advisor September 2012 Alan Lavine	The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life.
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?
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 December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
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.