| Similar Articles |
|---|
 |
Reason
April 2005
Glassman & Cowen |
The Death of Social Security Debating Bush's plan for private retirement accounts.   |
BusinessWeek
February 14, 2005
Glenn Hubbard |
Social Security: Pick the Best Part of Every Plan The real question should be how to design a Social Security system that builds on the program's success in lifting seniors out of poverty while helping all Americans prepare for retirement. One idea: A guaranteed minimum benefit for low-income seniors. |
| CFO |
Mutually Acceptable To former Fidelity investments vice chairman Robert Pozen, the key to both social security reform and correcting Enron-style retirement plan ills is the same: diversification... |
BusinessWeek
February 21, 2005
Bernstein, Gleckman, Mandel |
Social Security: Three New Ideas As the national debate rages on, it's time for some fresh thinking: invest some of the the Social Security Trust Fund in stock market index funds, fund add-on accounts with tax hikes, and tie initial benefits to aftertax wages. |
Financial Advisor
July 2006
Bruce W. Fraser |
Bonus Content - A New Golden Pond A new generation of baby boomers faces retirement -- and new uncertainties. Advisors are going to have to not focus just on asset accumulation for clients but also on expense management to protect clients from outliving their assets. |
The Motley Fool
February 3, 2005
Robert Brokamp |
7 Social Security Myths Regardless of what happens to your FICA taxes, you're the only one who can ensure a secure retirement. |
The Motley Fool
January 25, 2005
Dayana Yochim |
Defy the Effects of Gravity Don't let your retirement portfolio get old and droopy. |
Financial Advisor
November 2010
David Armes |
What To Expect Understanding upcoming health-care reforms. |
Investment Advisor
April 2006
Melanie Waddell |
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. |
Financial Advisor
August 2008
Jef Schlegel |
The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans? |
The Motley Fool
March 3, 2005
Robert Brokamp |
Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet. |
Financial Planning
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy |
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. |
Investment Advisor
August 2005
Melanie Waddell |
Retirement Plan Advisor: The Capitol Solution Washington lawmakers are rolling out bills meant to untangle retirement's financial knot. |
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. |
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. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
The Motley Fool
October 15, 2008
Robert Brokamp |
Your Retirement Is Now a Lot More Complicated But if the past 15 years have taught us anything, that can be a good thing. |
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. |
On Wall Street
December 1, 2012
Richard T. Mason |
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. |
Financial Planning
September 1, 2008
Henry K. Hebeler |
Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers. |
Financial Planning
February 1, 2011
Donna Mitchell |
Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase. |
The Motley Fool
April 24, 2007
Dan Caplinger |
Social Security Is Saved! By not relying too much on resources that may not be there for you in the future, you can ensure that you'll enjoy your retirement years no matter what. |
The Motley Fool
March 26, 2009
Dan Caplinger |
Don't Let Your Boss Kill Your Retirement Companies are giving up on you. Don't give up on yourself. |
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? |
Reason
March 2002
Brink Lindsey |
Social Insecurity Why an increasing number of countries are turning to market-based pension plans... |
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. |
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. |
HBS Working Knowledge
January 17, 2005 |
Readers Respond: Public Pension Reform: Does Mexico Have the Answer? Very few employees have sufficient knowledge of investments... Individual accounts disturb diversification, thus increase risk... etc. |
Financial Advisor
September 2007
Alan Lavine |
Looking For Certainty Sponsors of 401(k) and 403(b) plans want employees to draw a stable source of retirement income from them. But it's a daunting task to manage a portfolio of mutual funds while withdrawing money, based on government-mandated minimum distribution rules. A few plan sponsors already have begun adding income replacement funds to solve this problem. |
Finance & Development
September 2010
Laurence J. Kotlikoff |
A Hidden Fiscal Crisis A noted U.S. economist says debt figures seriously understate long-term budget problems in the United States |
On Wall Street
May 1, 2011
Cameron Short |
The Doctor Is In And Needs Retirement Planning The threat of the Bush tax cuts expiring in 2010 prompted many high-net-worth individuals to review their qualified plans to ensure maximum income deferral capabilities. |
The Motley Fool
August 10, 2006
Robert Brokamp |
Protect Your Retirement From Inflation A retirement plan that doesn't account for inflation is like a house infested with termites. So how does a retiree prop up his purchasing power? By investing in blue-chip, dividend-paying stocks. |
Entrepreneur
November 2006
Scott Bernard Nelson |
Dish It Out Pension offerings continue to dissolve, but new laws reward employers whose workers pump up their 401(k)s. |
The Motley Fool
December 29, 2005
Robert Brokamp |
New Year's 2016: Where's Your Retirement? How close will you be to the retirement of your dreams 10 years from now? Here's how to figure it out. |
The Motley Fool
January 11, 2010
Dan Caplinger |
This Won't Solve the Retirement Crisis Promoting annuities has more cons than pros. |
BusinessWeek
July 2, 2009
Theo Francis |
Washington: Reworking Retirement Savings Plans Lawmakers are debating how to protect 401(k)s from from market swings and ensure workers don't outlive their savings. |
Registered Rep.
October 1, 2006
David A. Geracioti |
Save for Retirement, or Else No matter how you slice it, it's clear that in the future, personal savings will become the most important part of a retirees' income. Recently, Robert Pozen, chairman of MFS Investment Management, described what should be done to fix Social Security and entice workers to save. |
Financial Advisor
November 2012
John C. Bogle |
The New Pension Plan The author offers five recommendations for improving our badly flawed retirement savings system. |
The Motley Fool
February 28, 2005
Bill Mann |
On Social Security: Fun With Numbers The Social Security debate rages on. Clearly, changes are necessary, but which ones? |
The Motley Fool
November 7, 2008
Robert Brokamp |
Obama and Your Golden Years Will President-elect Obama shore up America's retirement security? |
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. |
AskMen.com
February 3, 2014
Nick Kennedy |
Why You Don't Want Any Part Of The Obama(k) So what's the equivalent of a pre-existing condition for retirement savings? Your bills. Your debts. Your monthly financial obligations. |
BusinessWeek
June 13, 2005
Aaron Pressman |
401(k)s Spring A Leak Baby Boomers are switching out of their retirement accounts, and mutual funds are hurting. |
Registered Rep.
April 24, 2014
John Kador |
REP. Index: Retirement and Social Security What the numbers say about Social Security recipients then and now. |
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. |
The Motley Fool
December 22, 2006
Chuck Saletta |
You Can Take It With You With pensions giving way to self-managed retirement accounts, your financial future really is in your hands. |
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. |
Financial Planning
August 1, 2007
Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. |
Financial Planning
August 1, 2005
Pamela Black |
White Paper Financial planners' views on Social Security reform. |
