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Financial Advisor
June 2012 |
Murray: Retirement Income Boils Down To One Issue Nick Murray, an author who also publishes a newsletter and provides a spot coaching service, stressed that advisors must focus on whether the income is going to outlive the people or are the people going to outlive the income?   |
Financial Planning
June 1, 2012
Katie Kuehner-Hebert |
A Bigger Pie If clients are dissatisfied with how much money they're saving for retirement, most wealth managers advise cutting back on expenses. Advisors should also help clients find ways to boost their incomes. |
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. |
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. |
CFO
May 15, 2012
David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. |
Registered Rep.
May 9, 2012
Lauren Barack |
Saving Retirement with an Avatar Three studies from Stanford University, the last in 2010, showed college students who were virtually aged by about 45 years put away more money into a hypothetical retirement account than students who didn't get to meet their older selves. |
Financial Advisor
May 2012
Bill Bengen |
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor
May 2012
Joel P. Bruckenstein |
Optimizing Social Security When is the best time to start taking benefits? New software helps answer that question. |
Financial Advisor
May 2012
Michael J. Mcdermott |
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans. |
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