MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
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. 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
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. 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
The Motley Fool
January 29, 2004
Dayana Yochim
What Kind of Retiree Are You? Content? Carefree? Sick and tired? mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. 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
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? mark for My Articles similar articles
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? mark for My Articles similar articles
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
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
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