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Registered Rep.
April 11, 2014
Mark Miller |
Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012   |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success. |
Registered Rep.
August 22, 2014
Mark Miller |
Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget. |
Registered Rep.
June 1, 2005
Ruth Halcomb |
Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help. |
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
April 1, 2010
Coghlan & Hadley |
Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind. |
Financial Planning
March 1, 2011
Scott Schutte |
Under the Radar Planning for retirement got more challenging recently, thanks to the Social Security Administration's (SSA) announcement in December 2010 of new rules surrounding so-called interest-free loans. |
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. |
On Wall Street
April 1, 2012
John Diehl |
The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them. |
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. |
Investment Advisor
July 2007
Kara P. Stapleton |
Retirement Redefined Future retirees' income will rely on part-time work. The problem is that current retirees can't find the part-time work they need to support themselves in their golden years. |
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. |
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
November 1, 2006
Marshall Eckblad |
Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense. |
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. |
BusinessWeek
July 2, 2009
Michelle Conlin |
Retirement: Why Panama Is the New Florida Panama's quality health care, low costs, and proximity to the states are attracting American professionals as a retirement haven. |
Investment Advisor
October 2006
Kara Stapleton |
Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc. |
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. |
Registered Rep.
May 1, 2006
Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
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. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Planning
February 1, 2007
Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
The Motley Fool
July 29, 2011
Dan Caplinger |
Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought. |
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. |
The Motley Fool
June 5, 2006
Robert Brokamp |
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more. |
Financial Advisor
April 2008
Roy Diliberto |
Retirement Doesn't Always Equal Happiness It is our job as financial life planners to help our clients discover what will fulfill their retirement dreams. If not us, then whom? |
The Motley Fool
December 9, 2004
Robert Brokamp |
What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more? |
The Motley Fool
March 1, 2011
Dan Caplinger |
A Smarter Strategy for Retired Investors Seniors need protection more than big returns. |
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. |
The Motley Fool
April 26, 2008
Selena Maranjian |
Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful. |
The Motley Fool
May 18, 2011
Dan Caplinger |
How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer. |
The Motley Fool
June 19, 2007
Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
The Motley Fool
December 1, 2006
Dan Caplinger |
Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration. |
The Motley Fool
February 23, 2004
Robert Brokamp |
What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more? |
Investment Advisor
March 2007 |
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life? |
AskMen.com
August 6, 2008 |
AM Theme: Retirement Prepare for your golden years with these insightful articles. |
Job Journal
March 6, 2005
Michael Kinsman |
Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them. |
The Motley Fool
May 14, 2007
Rich Duprey |
Then Again, Maybe I Won't -- Retire Work a few more years for a worry-free retirement. We all have an image of what retirement will be for us. The question is whether we'll actually be able to achieve it. |
The Motley Fool
October 5, 2007
Robert Brokamp |
Plan the Perfect Retirement Your retirement plan has many moving parts. Here's how to get them all going in the right direction. |
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. |
On Wall Street
June 1, 2012
John Diehl |
The Retirement CEO Going through a retirement analysis with your clients can help them put forth a plan. Ultimately, it can greatly improve their chances of success as CEO of their own retirement. |
The Motley Fool
April 9, 2010
Robert Brokamp |
9 Retirement Killers Make sure you sock it away, and sock it away the right way. |
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. |
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. |
CFO
November 1, 2007
Clint Willis |
Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years. |
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. |
The Motley Fool
January 25, 2007
Selena Maranjian |
Will You Retire by Choice -- or Force? Beware: Lots of people are being forced into retirement -- and they're not ready. When it comes to compounding, the more time that passes, the greater the gain. And that's why being forced to retire early can be so disastrous. |
The Motley Fool
April 21, 2009
Dan Caplinger |
Don't Let the Doomsayers Destroy Your Retirement Now more than ever, many investors don't believe that they'll have enough to be financially independent during their senior years -- and they're planning on taking some draconian steps to remedy it. |
The Motley Fool
June 16, 2009
Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. |
Job Journal
January 14, 2007
Bob Rosner |
Working Wounded: The Retirement Riddle It may sound easy, but a rewarding retirement takes some work. Here are some questions to help you sort out your "work or retire" options, from The Savvy Part-Time Professional. |
