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Registered Rep. December 1, 2005 Todd K. Ballenger	Go With the (Reverse) Flow Help your clients by reversing outdated thinking about reverse mortgages. Learn to accommodate more of their "I needs" and their "I wants." Regard a reverse the way you would a forward mortgage: It is simply a device for improving cash flow.
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.
The Motley Fool August 25, 2005 Dayana Yochim	The Down-Payment Dilemma If you can afford to put more than 20% down on a home, should you?
Financial Advisor March 2012 Eric Rasmussen	Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
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.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Planning April 1, 2005 Suzanne McGee	9 Scenarios for the Future: 2015 How will financial planners manage these situations? Scenario #4: The Aftermath of Divorce... Scenario #5: Tuition Savings... Scenario #6: The Wealthy Widow...
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.
Registered Rep. November 1, 2006 Kevin McKinley	Through the Mortgage Maze The conventional financial planning wisdom is to get out of any debt you may have as soon as possible. But that may not apply to everyone. Here are 10 questions that can help you and your client weigh where that dollar should actually go.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
PC World March 2001 Steve Nelson	Fiscal Fitness Best-selling personal finance author Steve Nelson shows how to turn your PC into a sleek money-management machine...
Financial Planning March 1, 2007 Elizabeth O'Brien	White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings.
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. May 1, 2005 Paul Bouchey	Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.
Financial Planning October 1, 2010 Paul Menchaca	What's Next for Real Estate Nothing else in this country has come to embody the American dream quite like home ownership. Not affluence, which few attain.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Registered Rep. May 1, 2006 Jennifer Popovec	All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
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. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Financial Planning February 1, 2005 Len Reinhart	Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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 Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Registered Rep. January 1, 2006 Gresham & Gresham	Riding the Retirement Wave Baby boomers are intent on getting the most out of life and their money for many years to come. But what does this demographic really need and what does that mean for your financial advisory practice?
Financial Advisor September 2008 Mike Sheets	Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
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.
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 September 1, 2005 Roccy DeFrancesco	The 1% Solution Here's a new way to monetize real estate while still paying interest on a mortgage.
Registered Rep. September 7, 2015 Kevin McKinley	Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
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.
AskMen.com Dan Carter	Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
The Motley Fool December 27, 2006 Mary Dalrymple	To Prepay or Not to Prepay If you've ever wondered whether it's a better financial strategy to prepay your mortgage or to save more for retirement, a recent study provides a few insights.
Registered Rep. January 1, 2006 Susan Konig	Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor.
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.
Registered Rep. October 1, 2006 Christopher O'Leary	Home, Sweet Piggy Bank? Advisors say that when a client is approaching retirement age, particularly one with inadequate savings and who lives in an area that has had rising real estate values, he needs to be told his house is not his retirement plan.
Investment Advisor November 2005 David J. Huber	The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
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.
On Wall Street October 1, 2009 Lauren Barack	The New Retirement Portfolio Repairing retirement portfolios is front and center for every advisor. Unfortunately, depending on an investor's age, rebuilding back to their old balances may not be possible.
BusinessWeek June 14, 2004 Peter Coy	Your Home By The Numbers Some basic tools can help you calculate how good an investment your house is.
Financial Planning January 1, 2006 Sheryl Garrett	A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning.
The Motley Fool January 19, 2007 Brian Lawler	Should We Sweat Our Savings Rate? Do the savings statistics accurately portray an overspending American consumer, or is it just another financial illusion?
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.