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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. mark for My Articles similar articles
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? mark for My Articles similar articles
Investment Advisor
June 2007
Kara P. Stapleton
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. mark for My Articles similar articles
Investment Advisor
November 2006
Savita Iyer
Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2007
Marshall Eckblad
5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement. mark for My Articles similar articles
The Motley Fool
April 14, 2004
Dayana Yochim
Size Doesn't Matter Honestly! It's the number of years spent building your nest egg that's most important. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
The Motley Fool
November 17, 2006
Mary Dalrymple
Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Better Die Before They Get Old How many boomers are prepared for retirement? mark for My Articles similar articles
Financial Planning
February 1, 2007
David Macchia
Protect Retirement Financial advisors should pay attention to ROI -- not return on investment, but reliability of income. Planners must help clients assess the real capacity of their portfolios to generate long-term retirement income. mark for My Articles similar articles
Financial Advisor
November 2011
Jim Frederick
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. mark for My Articles similar articles
The Motley Fool
February 8, 2010
Dan Caplinger
How to Prevent a Retirement Implosion Even if you think you've saved enough for a comfortable retirement, you're not out of the woods yet. The key is making it through the first few years. Here's how. mark for My Articles similar articles
CFO
August 1, 2007
Karen M. Kroll
The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
February 4, 2004
John Churchill
Americans Not Saving Sufficiently For Retirement Even as advisors eagerly chase the business of retiring baby boomers, a large percentage of the working population remains in the dark about financial planning, having vitually no retirement plan or savings. mark for My Articles similar articles
Investment Advisor
April 2010
Olivia Mellan
Ariely on Retirement Planning A new guideline on how much money you'll need during retirement. mark for My Articles similar articles
On Wall Street
October 1, 2008
Judith Schoolman
5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income. mark for My Articles similar articles
Financial Planning
December 1, 2005
Kathy Gevlin
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Will Leitch
Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses. mark for My Articles similar articles
The Motley Fool
April 13, 2007
Selena Maranjian
Our Nest Eggs Are Improving! Americans' retirement-preparedness level has risen, but don't get too excited yet. mark for My Articles similar articles
Financial Planning
September 1, 2008
Stacy Schultz
Keep Working -- Or Not? The boomers who currently lead our businesses and political institutions need to reinvent retirement and create a more flexible labor market that enables and encourages this generation to work and save later in life. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
February 24, 2005
Will Leitch
Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years." mark for My Articles similar articles
Financial Advisor
September 2011
Mitch Anthony
The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs. mark for My Articles similar articles
The Motley Fool
August 5, 2005
Dayana Yochim
Find Your Money Motivation When retirement is a distant goal, how do you motivate yourself to start a savings habit? mark for My Articles similar articles
The Motley Fool
January 26, 2007
Chuck Saletta
What Are You Waiting For? The longer you wait to start building your retirement nest egg, the tougher it is. mark for My Articles similar articles
On Wall Street
September 1, 2008
Parisi & Leung
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 14, 2005
Selena Maranjian
Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late. mark for My Articles similar articles
The Motley Fool
June 29, 2006
Ryan Fuhrmann
Dueling Fools: Social Security Bear Regardless of what happens with Social Security, individuals would be best prepared to conclude that it will fail, and that they will instead need to go it alone in planning their retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 6, 2004
Robert Brokamp
Do You Want to Work Forever? How will you retire if you're not saving enough? mark for My Articles similar articles
The Motley Fool
September 27, 2010
Selena Maranjian
Build a Better Retirement Plan Learn how to make the most of retirement plans available to you. mark for My Articles similar articles
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. mark for My Articles similar articles