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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.
Financial Planning November 1, 2012 Katie Kuehner-Hebert	Over There! Living Abroad Offers Options for Prospective Retirees Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.
Investment Advisor April 2010 Olivia Mellan	Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.
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.
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.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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 December 2009 Jeff Schlegel	Kings Of The Road Providing cross-border financial planning for expats can be tricky.
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.
BusinessWeek February 4, 2010 Ben Steverman	Fifteen Ways to Slash Spending in Retirement Retirees must adjust to new economic realities. Here, based on suggestions from financial advisers, are strategies to cut costs.
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 April 1, 2007 Elizabeth O'Brien	White Paper A new survey shows American workers save more for retirement each month than their counterparts in Australia, Canada, China, France, Germany, Hong Kong, Italy, Japan, Spain and the U.K.
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.
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 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.
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.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
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?
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.
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 March 15, 2007 Mary Dalrymple	When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.
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.
On Wall Street December 1, 2010 Katie Libbe	Learning From Clients' Fears The retirement landscape is changing, and baby boomers are eager for help with navigating the new reality. Anxiety is high not only about saving for retirement, but having income in retirement has also become a major concern.
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?
Registered Rep. October 28, 2015	JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life.
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
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.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Investment Advisor December 2009 James J. Green	Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium.
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.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Registered Rep. June 30, 2015 John Kador	The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything.
The Motley Fool October 13, 2010 Selena Maranjian	7 Expenses That Disappear in Retirement Your golden years may not cost as much as you fear.
Investment Advisor August 2007 Kara P. Stapleton	Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs?
The Motley Fool May 26, 2010 Dan Caplinger	Get the Most From Social Security The right decision is harder than you think.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
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 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.
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?
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 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 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 6, 2004 Gardner & Gardner	Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life.
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
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.
The Motley Fool March 11, 2009 Rick Aristotle Munarriz	Retirement Plan B: Don't Die The good news is that we're living longer. The bad news is, well, that we're living longer. Seize control of your retirement planning 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 Planning December 1, 2007 Stacy Schultz	White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends.