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The Motley Fool May 17, 2005 Beirne White	Three Little Keys to a Big Retirement Don't fall asleep at the retirement-planning wheel. Create your own economic reality. When it comes to having the kind of retirement that'll keep the kids cheering, the devil is in the details.
The Motley Fool September 9, 2008 Dan Caplinger	How Will November Affect Your Portfolio? It's far too early to guess who'll win the election in November. But it's never too early for investors to worry about what impact it could have on the stock market -- especially when it comes to proposed tax changes.
The Motley Fool June 13, 2007 Robert Brokamp	Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay.
Registered Rep. January 18, 2013 Kevin McKinley	Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills.
The Motley Fool January 20, 2005 Robert Brokamp	Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help.
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.
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 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 February 10, 2011 Selena Maranjian	Prepare for a Different Kind of Retirement A flexible strategy now can help you enjoy your golden years.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
The Motley Fool April 19, 2007 Dan Caplinger	Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity.
Financial Planning September 1, 2005 Roccy DeFrancesco	The 1% Solution Here's a new way to monetize real estate while still paying interest on a mortgage.
The Motley Fool April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear Rebuttal Stuffing your traditional IRA right up until the day you retire may not be the best idea.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
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.
The Motley Fool February 14, 2011 Dan Caplinger	6 Great Buys for Your IRA Make the most of the tax benefits of your retirement account.
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 October 2, 2006 Dan Caplinger	A Million Bucks Ain't What It Used to Be Making a million is a worthy goal, and for some, it would provide adequate resources for their needs. Before you decide that you've made enough, however, think about what that million will be worth. The odds are that it won't be what it used to be.
The Motley Fool August 4, 2008 Todd Wenning	A Longer Retirement Than You Ever Dreamed Of Will you have enough money when you turn 100?
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
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.
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 January 16, 2007 Mary Dalrymple	Fall in Love With IRA Meet the account that will become your best friend in retirement.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
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.
The Motley Fool March 5, 2010 Dan Caplinger	This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits.
The Motley Fool December 20, 2011 Dan Caplinger	Don't Let Uncle Sam Steal Your Retirement Making the most of tax-protected accounts is essential.
AskMen.com January 21, 2002 Rashmikant Patel	Retire Comfortably With A Dollar A Day With a little change and a lot of discipline, your retirement years will be a walk in the park...
Registered Rep. February 20, 2013 Kevin McKinley	Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
Financial Advisor June 2010 Eric Uhlfelder	Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.
BusinessWeek February 5, 2007 Ellen Hoffman	Pay Off The House? Not So Fast It may be smarter to invest extra money instead of eliminating your mortgage.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
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.
The Motley Fool January 19, 2006 Rex Moore	Optimize Your Asset Allocation The nearer you are to retirement, the more important your asset allocation. Which investments should go in your retirement account?
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.
Registered Rep. October 17, 2014 Kevin McKinley	Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in.
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 May 8, 2009 Selena Maranjian	10 Ways to Find More Retirement Income Boost your nest egg beyond Social Security, pension, and savings.
The Motley Fool November 4, 2006 Chuck Saletta	Retire Well for Less Than You Think Retirement is a wonderful goal, but unfortunately, on the surface, it seems like one that's always just out of reach. But you'd be surprised at how far your money will go once you no longer have to pay the costs of working.
The Motley Fool January 28, 2004 Robert Brokamp	Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve?
The Motley Fool April 13, 2006 Robert Brokamp	Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement.
The Motley Fool October 9, 2007 Bill Barker	On the Day I Will Have Lost a Half a Million Dollars How to cope with a big loss after many years of doing it all right.
The Motley Fool February 27, 2009 Dan Caplinger	5 Great Ways to Trim Your Taxes Here are the five best things you can do to trim your taxes, both now and in the future.
Registered Rep. January 28, 2015 Kevin McKinley	Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later.
Registered Rep. August 31, 2012 Kevin McKinley	Savings Bonds for Retirees Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.
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.
The Motley Fool September 10, 2008 Chuck Saletta	Retire With a Real Million Bucks How can you invest your savings to earn returns that get you to that magic number?
The Motley Fool July 17, 2006 Robert Brokamp	How to Have a Blue-Chip Retirement Build your Golden Years on companies that will last as long as you do, paying you more along the way. Bank of America... General Electric... AT&T... etc.
The Motley Fool April 27, 2009 Dayana Yochim	The Best Parking Spots for Long-Term Savings Please start making plans for the way-off future ASAP. The sooner you get your retirement savings squared away, the better off you'll be.