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Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Wall Street & Technology November 18, 2005	Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers.
Investment Advisor August 2008 Kara P. Stapleton	Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement.
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.
Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
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.
Registered Rep. January 14, 2004 John Churchill	Baby Boomers Zero in on Retirement As the baby boomer generation nears retirement age, the financial issues that weigh heaviest on their minds are shifting. According to a study released yesterday, baby boomers have switched their financial focus from providing for children to planning for retirement.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
Registered Rep. October 1, 2006 Halah Touryalai	Markets Safe From Boomer Attack You can breathe easy: Boomers are not going to sink the stock market. At least that's what a July report by the U.S. Government Accountability Office says.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Investment Advisor August 2007 Kara P. Stapleton	A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life.
Registered Rep. February 24, 2005 Will Leitch	Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years."
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.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Financial Planning October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
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.
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.
Financial Planning June 1, 2005 Len Reinhart	Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
Registered Rep. February 4, 2004 John Churchill	Americans Not Saving Sufficiently For Retirement Even as advisors eagerly chase the business of retiring baby boomers, a large percentage of the working population remains in the dark about financial planning, having vitually no retirement plan or savings.
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.
Investment Advisor August 2008 Kara P. Stapleton	Boomers Need LTCI ASAP A recent study of boomers and advisors reveals that most boomers are ignoring the potentially devastating expenses associated with long-term care.
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.
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.
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.
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 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.
Wall Street & Technology March 14, 2008 Cory Levine	Wealth Management Firms Need Tech Upgrade As 73 million baby boomers begin to hit retirement in 2008, a massive shift is occurring from accumulation of wealth to distribution, according to a report from Celent. But in order to effectively serve retired clients, wealth management firms are going to need to upgrade their technology.
Financial Planning September 1, 2008 Stacy Schultz	Keep Working -- Or Not? The boomers who currently lead our businesses and political institutions need to reinvent retirement and create a more flexible labor market that enables and encourages this generation to work and save later in life.
Financial Planning April 1, 2008 Stacy Schultz	5 Questions with Brian Boyer A conversation about the retirement revolution.
Financial Planning April 1, 2005 Ed McCarthy	2015: The Boomers Hit Retirement The advice they'll want isn't the kind you're used to providing. Financial advisers who wait to implement the changes needed to serve boomers might miss the market.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
The Motley Fool November 17, 2006 Mary Dalrymple	Working Retirement? Does a paycheck, for fun or profit, figure in your retirement plans?
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
Financial Planning February 1, 2007 Elizabeth O'Brien	White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
The Motley Fool May 23, 2007 Jill Ralph	Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve.
Financial Planning August 1, 2006 Marion Asnes	4 Questions After publishing his best-selling book The Number: A Completely Different Way to Think About the Rest of Your Life, Lee Eisenberg found that his voice had become one financial advisers wanted to hear -- despite the fact that he criticizes some practices of the profession.
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.
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.
Investment Advisor June 2006 Megan L.F. Robert	Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business.
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.
Job Journal January 27, 2008 Michael Kinsman	Career Pros: Oldest Boomers Eager to Retire Contrary to analysts' predictions, some baby boomers are calling it quits.
Investment Advisor December 22, 2010 Danielle Andrus	Confusion in the Boomer Space Boomers are optimistic or pessimistic -- just depends on who you ask.
Financial Planning April 1, 2005 Paramjit Mahli	Adviser Pulse With 76 million baby boomers facing retirement, the future for independent financial planners has never looked better. Here are some secrets of independent planners' success.
On Wall Street October 1, 2009 E. Thomas Foster Jr.	Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans.
Financial Planning July 1, 2005 Pamela Black	Bookshelf How to Be a Chief Retirement Officer (CRO), by Thomas Rowley advises planners on how to get their clients to take action, defining the role of a CRO and how to find the ideal clients.
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?