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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.  |
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?  |
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.  |
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.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
The Motley Fool November 17, 2006 Mary Dalrymple |
Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans?  |
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. October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement?  |
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.  |
Financial Advisor November 2011 Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.  |
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.  |
CFO August 1, 2007 Karen M. Kroll |
The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much.  |
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.  |
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.  |
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.  |
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. 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.  |
Investment Advisor April 2010 Olivia Mellan |
Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.  |
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.  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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."  |
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.  |
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?  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool August 6, 2004 Robert Brokamp |
Do You Want to Work Forever? How will you retire if you're not saving enough?  |
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.  |
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.  |