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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.   |
The Motley Fool
February 22, 2005
T. Gardner & D. Gardner |
Is "Retirement" a Dirty Word? The meaning of retirement is changing. Is your understanding of it? Here is an excerpt from Tom and David Gardner's recent best-seller Money After 40: Building Wealth for a Better Life. |
On Wall Street
June 1, 2009
Robert Seaberg |
The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect |
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. |
The Motley Fool
July 27, 2007
Chuck Saletta |
Aim High, Plan Low, Retire Early Get pleasantly surprised by your retirement plan. Develop a strategy that lets you aim high, plan low, and quite possibly retire early. |
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. |
The Motley Fool
June 19, 2007
Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
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. |
On Wall Street
July 1, 2011
Keith J. Weber |
A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives. |
Financial Advisor
January 2012
Dan Moisand |
Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most. |
The Motley Fool
July 13, 2009
Dan Caplinger |
How to Retire Without Becoming a Billionaire If you can get comfortable with the idea of being more frugal, it could make the difference between retiring on time and never retiring at all. |
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
November 5, 2004
David Braze |
Take Social Security at 62? What is the best way to get the most of your Social Security benefit? |
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. |
Financial Advisor
December 2007
Tracey Longo |
Beyond Money A small but advanced cadre of advisory firms is using coaches to help clients prepare for retirement and make the most of their time and money throughout life. |
The Motley Fool
September 23, 2009
Rich Smith |
What Would You Do for a 90% Profit? Did you know that there's a way to rewind this clock, to give yourself extra time to prepare the nest egg you need to fund a fruitful retirement -- and make yourself a tidy profit in the process? |
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
May 14, 2007
Rich Duprey |
Then Again, Maybe I Won't -- Retire Work a few more years for a worry-free retirement. We all have an image of what retirement will be for us. The question is whether we'll actually be able to achieve 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. |
The Motley Fool
April 26, 2008
Selena Maranjian |
Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful. |
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. |
Investment Advisor
May 2008
Olivia Mellan |
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc. |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
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
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. |
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
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. |
AskMen.com
August 6, 2008 |
AM Theme: Retirement Prepare for your golden years with these insightful 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? |
The Motley Fool
February 2, 2007
Selena Maranjian |
Prepare to Un-Retire Will you be one of the millions forced to keep working for many more years? |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
The Motley Fool
July 29, 2004
Robert Brokamp |
Retire Your Way -- Or Don't Economic realities, longer life expectancies, and distaste for fogy activities might dictate that you'll retire well into your 70s -- if ever. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
April 18, 2005
Selena Maranjian |
Read Up on Retirement A comfortable and happy retirement is a few pages away: The New Retirement: The Ultimate Guide to the Rest of Your Life by Jan Cullinane and Cathy Fitzgerald... Retirement Countdown: Take Action Now to Get the Life You Want by David Shapiro... etc. |
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." |
The Motley Fool
May 23, 2007
Jill Ralph |
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. |
The Motley Fool
April 20, 2005
Dayana Yochim |
Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to. |
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. |
The Motley Fool
July 15, 2008
B. & A. Kaderli |
The Experience Dividend The sheer numbers of 60-somethings are having an effect on how people actually live during retirement. Some would say they're creating a new stage of life by choosing an encore career. |
The Motley Fool
April 21, 2010
Robert Brokamp |
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation. |
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. |
The Motley Fool
March 22, 2005
Selena Maranjian |
How Boomers Will Retire Our retirements will differ greatly from those of our moms and dads. If you're invested in companies that rely heavily on employee knowledge, give some thought to the aging of the employee base and how it might affect the firm's future. |
The Motley Fool
May 15, 2006
Robert Brokamp |
Retirement Tip: Pay More Taxes or Retire? Your choice: You can 1) contribute to your retirement plan, get a tax deduction, defer taxes on your investments, and eventually retire; or 2) spend all your income, pay more taxes (because you didn't get the benefits Uncle Sam bestows on savers), and never retire. |
Financial Planning
June 1, 2011
Deena Katz |
Take Me Back, Please Good planners know that, when a client wants to leave, there is little you can do to persuade them to stay. Nonetheless, you can make the trip more pleasant by offering to cooperate any way you can. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
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. |
Job Journal
January 14, 2007
Bob Rosner |
Working Wounded: The Retirement Riddle It may sound easy, but a rewarding retirement takes some work. Here are some questions to help you sort out your "work or retire" options, from The Savvy Part-Time Professional. |
The Motley Fool
February 17, 2007
Elizabeth Brokamp |
The Best Way to Save for Retirement Motivating yourself to save for retirement can be hard; here's what works. |
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. |
The Motley Fool
September 9, 2004
Robert Brokamp |
What Will You Do in Retirement? Many retirees struggle to fill the void formerly occupied by work. |
