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Registered Rep.
July 12, 2013
Mark Miller |
Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.   |
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 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. |
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 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. |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
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
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.
April 24, 2015
Mark Miller |
Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy. |
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The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid.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. |
Financial Advisor
March 2012
Somnath Basu |
The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts. |
The Motley Fool
March 9, 2010
Robert Brokamp |
Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
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 Advisor
September 2012 |
Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College. |
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. |
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
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. |
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. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Planning
February 1, 2008
Charles J. Farrell |
Magic Numbers A few simple ratios is all it takes to get -- and keep -- clients focused on long-term goals. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
Financial Advisor
October 2007
William Glasgall |
The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs. |
The Motley Fool
June 2, 2010
Dan Caplinger |
Retiring Well Is Easier Than You Think You may not need as much money as you believe. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
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. |
Investment Advisor
February 2009
Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. |
The Motley Fool
June 20, 2007
Dan Caplinger |
Retire Early and Often People younger than 50 resist thinking about retirement because it seems so far away. Yet with changes in the way workers are planning their careers, you may want to give yourself the opportunity to take several breaks over the course of your working life. |
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. |
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. |
On Wall Street
December 1, 2009 |
Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning. |
Financial Advisor
March 2012
Jim McConville |
Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
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. |
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. |
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
June 1, 2010
Jeanne Lee |
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. |
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. |
Registered Rep.
April 6, 2007
Kristen French |
The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients. |
Financial Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
Financial Advisor
October 2007
Tracey Longo |
Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement. |
Financial Advisor
May 2004
Raymond Fazzi |
Retirement Stop Sign Health care costs force many clients to rethink retiring early. |
The Motley Fool
November 10, 2009
Dan Caplinger |
The Easy Way to Rescue Your Retirement Take the time to figure out exactly what you want in your retirement, and you'll get a much better sense of what you have to do to get there. |
The Motley Fool
March 7, 2007
Mary Dalrymple |
Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning. |
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 Advisor
March 2006
David J. Drucker |
Breaking The Rules We can prognosticate as much as we want, but only time will tell exactly how boomers will fare as a generation in retirement. Here's what financial advisors can do to help. |
Financial Advisor
January 2005
Gregory Bresiger |
Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did. |
Financial Advisor
July 2011
Dan Moisand |
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets. |
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. |
