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Financial Planning December 1, 2007 Stacy Schultz |
White Paper The Principal Financial Well-Being Index is a quarterly study that identifies and tracks trends in consumer financial well-being, retirement planning, employee benefits and workplace trends.  |
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 June 24, 2004 Dayana Yochim |
What Kind of Retiree Are You? Retirees can be classified under four types based on retirement behavior and financial preparedness.  |
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.  |
The Motley Fool January 29, 2004 Dayana Yochim |
What Kind of Retiree Are You? Content? Carefree? Sick and tired?  |
Financial Planning October 2, 2007 Elizabeth O'Brien |
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs.  |
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.  |
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 April 2007 James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.  |
The Motley Fool March 15, 2005 Dayana Yochim |
Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be.  |
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 September 21, 2004 Dayana Yochim |
What Kind of Retiree Are You? A gerontologist says retirees can be classified under four types based on retirement behavior and financial preparedness.  |
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.  |
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 Planning March 1, 2011 Scott Schutte |
Under the Radar Planning for retirement got more challenging recently, thanks to the Social Security Administration's (SSA) announcement in December 2010 of new rules surrounding so-called interest-free loans.  |
Wall Street & Technology December 18, 2007 Les Kovach |
Retirees Seldom Move Assets A new report suggests that once retirees have entrusted their assets with certain firms, they tend to stay there.  |
The Motley Fool April 21, 2009 Dan Caplinger |
Don't Let the Doomsayers Destroy Your Retirement Now more than ever, many investors don't believe that they'll have enough to be financially independent during their senior years -- and they're planning on taking some draconian steps to remedy it.  |
The Motley Fool June 16, 2009 Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money.  |
Registered Rep. April 8, 2010 Jerry Gleeson |
Investors Don't Understand Retirement Income Providers of income securities for retirees and those close to retiring may have their work cut out for them.  |
The Motley Fool July 21, 2009 Dan Caplinger |
The Right Investments for Your Retirement Set up a portfolio that will last throughout your golden years.  |
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.  |
Investment Advisor January 2008 Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner.  |
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 November 2012 |
Majority Of Gens X And Y Expect To Retire Before 65 Among people more than 10 years away from retirement a majority of both Gen Xers and Gen Yers expect to retire before age 65, while only a minority of young baby boomers believe they'll be able to call it a day before 65.  |
On Wall Street January 1, 2011 Matthew Leung |
The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.  |
Investment Advisor August 2008 |
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc.  |
Financial Advisor February 2011 Somnath Basu |
Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."  |
On Wall Street February 1, 2011 Karen Wimbish |
Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans.  |
Registered Rep. June 30, 2015 John Kador |
The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything.  |
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?  |
Investment Advisor December 2006 Melanie Waddell |
A Universal Concern According to an international survey, when it comes to worrying about retirement, pre-retirees and retirees around the world are in sync, though some, like the Japanese, are more anxious than others.  |
Financial Planning November 1, 2009 Donna Mitchell |
Hispanic Americans' Retirement Needs Hispanic Americans are more dependent on Social Security for retirement income than other groups and will increasingly need to look for a variety of solutions to ensure a comfortable retirement.  |
Investment Advisor February 2009 Kara P. Stapleton |
Retirement News & Products Recent research by the Investment Company Institute found that despite a 40% drop in the U.S. stock markets, the vast majority of U.S. workers who invest for retirement via 401(k) plans are staying the course.  |
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.  |
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.  |
Investment Advisor October 2006 Kara Stapleton |
Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.  |
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.  |
The Motley Fool June 24, 2008 Dayana Yochim |
Die Working Whatever the reason, more people say they plan to continue to work long past the traditional age of retirement.  |
Investment Advisor March 2010 James J. Green |
Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement.  |
Investment Advisor September 2008 Lewis Schiff |
Today's 70 is Yesterday's 50 The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. Leaving a long-term career can mean finally living the dream.  |
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.  |
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.  |
Registered Rep. March 13, 2012 Jerry Gleeson |
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today.  |
The Motley Fool November 16, 2004 David Braze |
Work Can Reduce Your Social Security If you work after you've started receiving Social Security, you could lose some of your benefits.  |
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 Planning March 1, 2008 Stacy Schultz |
Retiree Roundup The Aite Group surveyed 505 retirees and pre-retirees in the United States on investment preferences, financial institution relationships and channel usage. What did they find?  |
The Motley Fool December 9, 2004 Robert Brokamp |
What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more?  |
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 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.  |
Investment Advisor April 2010 Olivia Mellan |
Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.  |