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AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement   |
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. |
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 Planning
August 1, 2007
Li et al. |
Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well. |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
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
January 2006
David L. Lawrence |
Focusing On Income Evolving your practice into a retirement distribution practice does not mean that you have to abandon your accumulation clients. The challenge is to meld both types of clients into a practice in a way that is both efficient and profitable. |
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
October 10, 2008
Mac Greer |
Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement? |
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
September 2007
Lewis Schiff |
The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years. |
The Motley Fool
March 9, 2010
Robert Brokamp |
Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too. |
Investment Advisor
June 2009
Angela Herbers |
The Fast Track: Letting Go Success comes from helping advisors determine what they and their firms do best, and then custom-building a practice to maximize those skills. |
Financial Planning
May 1, 2006
Chris Blunt |
Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management. |
The Motley Fool
February 25, 2005
Selena Maranjian |
How to Retire Happy If you want to enjoy your golden years, you'll need more than a lot of dollars. |
The Motley Fool
December 6, 2010
Dan Caplinger |
4 Easy Steps to a Richer Retirement Simple things to do to improve your long-term financial security. |
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
April 2008
Roy Diliberto |
Retirement Doesn't Always Equal Happiness It is our job as financial life planners to help our clients discover what will fulfill their retirement dreams. If not us, then whom? |
The Motley Fool
March 26, 2007
Rich Duprey |
Make Your Retirement Real Retirement can seem daunting if you don't have a financial plan in place for achieving it. By taking the time now to sort your priorities, you can knock down those big ideas into smaller, workable chunks. |
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. |
Investment Advisor
February 2009
Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Registered Rep.
July 5, 2012
Lauren Barack |
Let it Ride? Hardly. New software addresses the security needs of risk-weary investors approaching retirement. Financial advisors who ignore these concerns risk watching assets walk out the door. |
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
August 1, 2009
Jim McCarthy |
Managing Retirement Risk: It's All About Attitude Managing retirement risk for clients with less than $5 million in assets is quite possibly the most difficult job faced by a financial advisor. |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
Financial Planning
March 1, 2011
Roger Verboon |
Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice. |
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. |
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. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
January 2008
David J. Drucker |
Boomers In Business Financial advisors are being forced to retrain themselves to deal with the needs and desires of the boomer generation's retirement plans. |
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. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Registered Rep.
December 14, 2011
Matt Oechsli |
How To Ask Probing Questions in Social Settings Social prospecting isn't a science because you're never absolutely certain of the opportunities you might or might not encounter. |
Registered Rep.
May 16, 2013
Kevin McKinley |
The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement. |
The Motley Fool
January 6, 2005
Selena Maranjian |
Retire Your Anxiety Your hair doesn't have to turn gray so quickly. Choose to worry a lot less about your retirement by taking more action. Here are some steps you can follow. |
CFO
November 1, 2007
Clint Willis |
Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years. |
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. |
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
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
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. |
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 |
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." |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
Financial Planning
July 1, 2007
Marshall Eckblad |
Bookshelf The Wall Street Journal Complete Retirement Guidebook by Glenn Ruffenach and Kelly Greene provides priceless help in explaining the more complex facets of retirement planning to clients. |
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. |
The Motley Fool
March 7, 2007
Mary Dalrymple |
Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning. |
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. |
The Motley Fool
May 21, 2007
Rich Greifner |
The Worst Retirement Plan Ever Retirees are living longer, their expenses are skyrocketing, and their retirement savings are woefully inadequate. The good news is that it's never too late to save your retirement. There is no magic formula, but there are a few key steps. |
