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Financial Planning
July 1, 2011
Suzanne Sataline |
Code Blue? Many financial planners say their physician clients are fretting that they won't have enough money saved to retire on schedule, and that their savings won't hold through their elderly years.   |
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. |
Financial Advisor
April 2008
Roy Diliberto |
Retirement Doesn't Always Equal Happiness It is our job as financial life planners to help our clients discover what will fulfill their retirement dreams. If not us, then whom? |
Financial Planning
April 1, 2006
Marion Asnes |
The Cost of Living The dual pressures of rising healthcare costs and an aging population are inexorable. For financial planners, in addition to crafting strategies for creating wealth, protecting wealth and funding a lifestyle in retirement, it's time to count healthcare costs in your projections. |
Financial Advisor
July 2004
Mike Kaselnak |
Advisors Should Consider Specializing In Seniors Most successful people in the financial industry specialize. The specialty that has gained exponentially in the last ten years is the Senior Market specialty. |
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. |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
AskMen.com
January 20, 2001
Joshua Levine |
Can Stress Kill You? Today's stress, especially when caused by psychological or emotional factors, can be prolonged and may have damaging effects on your health... |
Financial Advisor
October 2011
Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession. |
Financial Planning
April 1, 2005
Lauren Barack |
2015: The Social Security Question Financial planners believe that privatizing Social Security will create more work, with little payoff for them or their clients. Assessing a client's risk tolerance for their retirement accounts is one thing. Assessing that tolerance against their Social Security income is another. |
The Motley Fool
June 2, 2010
Dan Caplinger |
Retiring Well Is Easier Than You Think You may not need as much money as you believe. |
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. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
The Motley Fool
September 23, 2009
Rich Smith |
What Would You Do for a 90% Profit? Did you know that there's a way to rewind this clock, to give yourself extra time to prepare the nest egg you need to fund a fruitful retirement -- and make yourself a tidy profit in the process? |
The Motley Fool
May 15, 2006
Robert Brokamp |
Retirement Tip: Pay More Taxes or Retire? Your choice: You can 1) contribute to your retirement plan, get a tax deduction, defer taxes on your investments, and eventually retire; or 2) spend all your income, pay more taxes (because you didn't get the benefits Uncle Sam bestows on savers), and never retire. |
Financial Advisor
June 2010
Roy Diliberto |
The Savings Myth Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today. |
Financial Advisor
January 2012
Dan Moisand |
Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most. |
Entrepreneur
August 2004
Barry Farber |
Stress Case? Is the pressure to "get the sale" getting to you? Keep your cool with these stress-busters. |
The Motley Fool
April 21, 2010
Robert Brokamp |
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation. |
Financial Planning
May 1, 2006
Jim Grote |
Buddhist Economics The typical financial advisory approach is to maximize assets. But other routes to an abundant life may lead to more satisfied clients. |
The Motley Fool
July 28, 2004
Dayana Yochim |
Get in a Retirement Frame of Mind Don't panic about the future. Ease into it with these six general rules. |
American Family Physician
October 15, 2006 |
Stress: How to Cope with Life's Challenges A patient guide: What causes stress?... What things may be stressful?... Possible Signs of Stress... Can stress hurt my health?... What can I do to lower my stress?... |
Investment Advisor
March 2009
Olivia Mellan |
The Advisor's Toolkit for Client Stress Management and Positive Aging Tips for managing client stress include preparing a "toolkit" to guide them through the process of discussing retirement matters. |
The Motley Fool
September 1, 2009
Dan Caplinger |
You Can Save Less and Still Retire Rich When you retire, you have one of the hardest tasks still ahead of you: deciding how much of your savings you can afford to spend. |
BusinessWeek
July 2, 2009 |
Useful Retirement Calculators Links to three online tools for retirement planning. |
Financial Advisor
August 2012
Roy Diliberto |
Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners. |
The Motley Fool
February 8, 2010
Dan Caplinger |
How to Prevent a Retirement Implosion Even if you think you've saved enough for a comfortable retirement, you're not out of the woods yet. The key is making it through the first few years. Here's how. |
The Motley Fool
March 7, 2007
Dan Caplinger |
Social Security in the Slow Lane Taking a pay cut doesn't mean you'll wreck your retirement. If your current job is causing you more stress and anxiety than it's worth, you may need to put financial concerns on the back burner and focus instead on your immediate well-being. |
On Wall Street
April 1, 2011
J. Graydon Coghlan |
Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age. |
The Motley Fool
June 19, 2007
Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
American Family Physician
November 15, 2000 |
Stress: Helping Your Family Cope with Life's Challenges Hazards and causes of stress, symptoms, and what you can do about it. |
Financial Advisor
June 2009
Roy Diliberto |
Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees. |
The Motley Fool
May 12, 2005
Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
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. |
The Motley Fool
November 28, 2011
Dan Caplinger |
3 Essentials to Survive After You Retire It's not a cakewalk, but you can be financially secure in retirement. |
Financial Advisor
August 2007
Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
On Wall Street
October 1, 2013
Mason Braswell |
Addressing Those Who Resist Retirement Here's how to talk to your clients about retiring when they don t want to. |
The Motley Fool
July 13, 2009
Dan Caplinger |
How to Retire Without Becoming a Billionaire If you can get comfortable with the idea of being more frugal, it could make the difference between retiring on time and never retiring at all. |
Financial Planning
September 1, 2010
Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises. |
The Motley Fool
December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
Registered Rep.
June 26, 2015
Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. |
AskMen.com
Jasper Anson |
Stress & Health Stress is meant to protect us, and in small doses it is healthy, but when stress responses become habitual, there can be a problem. Read on for tips on how to deal with stress when it gets the better of you. |
The Motley Fool
August 17, 2009
Dan Caplinger |
Don't Dream of Retiring Without Doing This All it takes is making a few changes to the way you look at your finances to get your portfolio ready to retire with you. |
On Wall Street
June 1, 2009
Robert Seaberg |
The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect |
The Motley Fool
March 10, 2010
Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
Financial Planning
June 1, 2007
Derrick Kinney |
Practice Tips How can financial advisors quickly build deeper relationships with boomer clients or prospects? Consider these dialogue topics. |
Fast Company
March 2005
Shoshana Zuboff |
Like High School -- but With Suits Don't let your company's labels become the only way you define yourself. |
Fast Company
September 2004
Chuck Salter |
Finding Your " Best-Stress Zone" Stress -- it's a good thing. So says an executive coach who is also an ER doctor. |
