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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? |
The Motley Fool October 13, 2010 Selena Maranjian |
7 Expenses That Disappear in Retirement Your golden years may not cost as much as you fear. |
The Motley Fool August 16, 2004 Selena Maranjian |
How Does Your Spending Match Up? If you've ever wondered whether you're spending too much on your housing or groceries, now you can compare your numbers with those of others in the Bureau of Labor Statistics Consumer Expenditure Survey of 2002. |
The Motley Fool February 23, 2004 Robert Brokamp |
What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more? |
Financial Advisor March 2012 Somnath Basu |
The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts. |
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 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 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. |
On Wall Street April 1, 2012 John Diehl |
The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them. |
The Motley Fool July 22, 2004 Robert Brokamp |
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. |
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. |
The Motley Fool September 19, 2005 |
Budget With Worksheets Budgeting can help you spend more on things you really enjoy. |
The Motley Fool July 11, 2006 Billy & Akaisha Kaderli |
The Cost of Working As you contribute every month to your 401(k), you've probably asked yourself, "Do I have enough to retire?" But perhaps you should be asking, "How much am I paying to work?" After all, maintaining a career -- and the lifestyle that often accompanies it -- isn't free. |
The Motley Fool December 30, 2004 Robert Brokamp |
6 Retirement Resolutions Make 2005 the year you moved much closer to quitting your job. Here's how. |
Registered Rep. June 1, 2012 Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
Registered Rep. June 1, 2012 Kevin McKinley |
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. |
The Motley Fool May 18, 2011 Dan Caplinger |
How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer. |
The Motley Fool November 28, 2005 Kaderli & Kaderli |
A Priceless Retirement You can retire on $24,000 a year and travel the world. Really! Here's how one couple does it. |
Registered Rep. May 1, 2006 Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
The Motley Fool March 22, 2005 Dayana Yochim |
Avoid Insurance Sticker Shock Four ways to keep a broken bone from bankrupting your retirement plan. |
The Motley Fool July 6, 2004 Gardner & Gardner |
Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life. |
The Motley Fool August 6, 2004 Robert Brokamp |
Do You Want to Work Forever? How will you retire if you're not saving enough? |
Financial Planning April 1, 2007 Elizabeth O'Brien |
White Paper A new survey shows American workers save more for retirement each month than their counterparts in Australia, Canada, China, France, Germany, Hong Kong, Italy, Japan, Spain and the U.K. |
BusinessWeek February 4, 2010 Ben Steverman |
Fifteen Ways to Slash Spending in Retirement Retirees must adjust to new economic realities. Here, based on suggestions from financial advisers, are strategies to cut costs. |
The Motley Fool August 19, 2004 Robert Brokamp |
Why I Hate Social Security Clearly, the folks in the government don't trust that you can buy your own insurance and invest for your own retirement. So they do it for you. Would personal savings accounts be a better approach? |
U.S. Banker October 2009 Sherry Cooper |
Remaking the Retirement Plan, Post-Crisis Spooked by sharp declines in their net worth, boomers are postponing retirement and investing more conservatively. They are also counting on their banks to simplify their financial lives. |
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. |
The Motley Fool July 1, 2004 Robert Brokamp |
Retirement's First Leg: Social Security How much will you get for the thousands you've given to Social Security? |
The Motley Fool March 19, 2004 Selena Maranjian |
Budgeting Online You're not on your own when it comes to getting your household finances in order. There are a lot of budgeting tools online that can help you. Here are a few -- see which one(s) you like best: |
The Motley Fool May 9, 2007 Mary Dalrymple |
Million-Dollar Baby? Not quite, but expecting mothers can expect to spend. Here are a few ideas to help you keep more of your money in your savings or retirement account. |
The Motley Fool May 4, 2004 Selena Maranjian |
Where Your Money Is Going Have you ever wondered exactly how much money the federal government takes from you and how much it spends on you? Wonder no more, economist Tyler Cowen offers a nice breakdown that reflects our government's budget. |
The Motley Fool September 20, 2006 Dan Caplinger |
Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move. |
Registered Rep. November 1, 2005 Kevin Burke |
A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place. |
Financial Planning September 1, 2007 Somnath Basu |
Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond. |
Registered Rep. September 25, 2015 Mark Miller |
Income Growth and Lifestyle Creep How much will your working clients' income grow during the course of their careers, and how much of that growth can you safely bake into their financial plans? |
The Motley Fool November 13, 2006 Robert Brokamp |
The Right Stocks for Retirement For a secure retirement, it is important to invest in stocks that regularly pay dividends. Here's why. |
The Motley Fool March 29, 2007 Mary Dalrymple |
Stop Paying High Taxes! A little planning can go a long way toward reducing your tax expenses. |
The Motley Fool December 1, 2006 Dan Caplinger |
Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration. |
AskMen.com October 29, 2000 Luis Rodrigues |
Why Are You Always Broke? You have a well-paying job, but month after month you find that you just don't have enough money to make the car payments, fill up the gas tank or pay the rent. Makes you wonder where all your money disappeared to, doesn't it? |
The Motley Fool August 30, 2006 |
Are Your Household Expenses Reasonable? What are reasonable amounts to spend on common household expenses? Here are some very rough guidelines on how much of your after-tax income you might aim to spend on various categories. |
The Motley Fool November 7, 2008 Robert Brokamp |
Obama and Your Golden Years Will President-elect Obama shore up America's retirement security? |
Registered Rep. March 1, 2007 Gresham & Gresham |
Sticker Shock Everybody knows about inflation. Of course they do. "Everyone" also knows that they -- or a spouse -- could easily live to 90 and beyond and have factored that longevity into their retirement planning, right? |
The Motley Fool November 3, 2009 Amanda B. Kish |
Why You Won't Be Able to Retire Don't quit your day job just yet! There is a true crisis ahead -- and new data shows just how unprepared most Americans are to retire. |
On Wall Street June 1, 2012 John Diehl |
The Retirement CEO Going through a retirement analysis with your clients can help them put forth a plan. Ultimately, it can greatly improve their chances of success as CEO of their own retirement. |
Registered Rep. November 1, 2005 Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
Financial Planning June 1, 2010 Jeanne Lee |
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. |
The Motley Fool May 28, 2009 Dayana Yochim |
Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future. |
The Motley Fool October 5, 2007 Robert Brokamp |
Plan the Perfect Retirement Your retirement plan has many moving parts. Here's how to get them all going in the right direction. |
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. |
The Motley Fool February 2, 2010 Dayana Yochim |
Cure Your Holiday Hangover Went a little overboard during the holidays? Eight ways to pay off your partying ASAP. |