Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning February 1, 2007 Len Reinhart	Longevity Insurance Wealthy baby boomers fear outliving their money, but they want more than immediate annuities. For financial advisors, there are three action points to follow to help ensure your clients' peace of mind.
The Motley Fool May 11, 2004 Dayana Yochim	Calculate Your Demise How long do you need your investments to last? As long as you do.
The Motley Fool May 4, 2005 Dayana Yochim	Calculate Your Demise Inflation, return on investments, desired retirement income, taxes -- they all play an important role in guaranteeing that cushy retirement you've planned. How long will you be around to enjoy the fruits of your labor?
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
Registered Rep. July 1, 2006 Kevin McKinley	Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance...
The Motley Fool January 2, 2009 Dan Caplinger	How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you?
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.
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.
Registered Rep. September 16, 2014 Alan Lavine	Sizing Up a Client's Lifespan If you have clients that are, by dint of lifestyle and demographics, bound to break the actuary tables for life expectancy, find additional income streams to ensure they don't also outlive their money.
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
Registered Rep. December 14, 2011 Jerry Gleeson	Affluence No Guard Against Retirement Worries, Poll Finds Affluence and peace of mind no longer automatically go hand in hand, a new survey sponsored by Wells Fargo & Co. indicates, and the implications are sobering.
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.
Financial Planning February 1, 2010 Ilana Polyak	You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement.
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.
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.
The Motley Fool August 5, 2010 Selena Maranjian	Bet Against Your Early Death Longevity insurance can prevent you from running out of money in retirement.
Financial Planning January 1, 2007 Alex J. Pollock	Retirement Redefined As the average life expectancy continues to rise, financial advisors must move away from "traditional" definitions of retirement.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
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 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.
The Motley Fool April 20, 2006 Robert Aronen	Beware of Magical Thinking Blind optimism, luck, and hope are not sound retirement strategies. A retirement plan consists of creating an estimate of retirement expenses, which is supported by consistent saving and investments in sound companies.
Financial Planning May 1, 2012 Ed Slott	Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts."
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Financial Advisor September 2012 Alan Lavine	The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life.
Investment Advisor October 2008 Kara P. Stapleton	Legal Double Dipping What if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can.
Registered Rep. July 12, 2011 Mark Miller	About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.
The Motley Fool June 9, 2005 Robert Brokamp	If I Go Like Anne Bancroft... Should you save for retirement if you expect to die too soon? Retiring planning is always a good idea. Here's why.
Entrepreneur August 2006 Scott Bernard Nelson	Best for Last Retirement might be easy, but it's not free - it takes some serious saving. How much exactly? That's the million-dollar question.
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.
Investment Advisor June 2008 Kara P. Stapleton	Successfully Saving Human Resource giant Mercer introduces the "Count on Your Retirement" online retirement savings educational program to assist employees in planning, implementing, and tracking their retirement concerns.
Financial Advisor August 2012 Joel P. Bruckenstein	Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.
Registered Rep. July 12, 2013 Mark Miller	Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.
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.
The Motley Fool June 21, 2010 Dayana Yochim	Survey Says: Boomers Fear Destitution More Than Death A new survey finds boomers dread outliving their money more than meeting the Grim Reaper.
On Wall Street December 1, 2009 Geoffrey Stiff	When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados.
Registered Rep. April 6, 2007 Kristen French	The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients.
Financial Advisor July 2011 Joel P. Bruckenstein	Market In The Middle OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
Financial Planning November 1, 2008 Gregory P. Brown	Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs.
The Motley Fool January 11, 2005 Dayana Yochim	Note to Self: Plan Retirement A brief, eye-opening exercise to take the guesswork out of saving for retirement.
Financial Planning September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
The Motley Fool September 16, 2004 Robert Brokamp	Why You Hate, and Like, Social Security Is Social Security an important part of civilized society, or just another form of welfare?
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 May 2007	News & Products Fidelity Investments released in late March its seventh annual estimate of the lifetime healthcare costs that retirees will face... Security Benefit has introduced a flexible premium variable annuity called EliteDesigns... 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.
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.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Financial Advisor May 2008 Joel Bruckenstein	Retirement Good Fortune Silver Financial Planner from MoneyTree Software is one of the top choices for advisors looking for a dedicated retirement planning tool.
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.
Financial Planning March 1, 2010 Mary Quist-Newins	Untapped Market Beneath the rubble of last year's disaster, one group of clients is prospering. American women.