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Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
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 Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
BusinessWeek July 2, 2009 Lauren Young	Caught Between the Elder Care and Education Money Pits Something's got to give when you're caring for aging parents while paying for your kids' pricey education - and it's often your retirement plans.
On Wall Street March 1, 2012 John Diehl	The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging.
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 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.
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 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.
BusinessWeek July 2, 2009 Lauren Young	Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children.
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?
Financial Advisor January 2005 Gregory Bresiger	Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did.
The Motley Fool March 15, 2007 Mary Dalrymple	When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Registered Rep. July 5, 2012 Kevin McKinley	Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Registered Rep. April 10, 2012 Kevin McKinley	Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest.
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 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.
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
The Motley Fool January 25, 2007 Selena Maranjian	Will You Retire by Choice -- or Force? Beware: Lots of people are being forced into retirement -- and they're not ready. When it comes to compounding, the more time that passes, the greater the gain. And that's why being forced to retire early can be so disastrous.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
The Motley Fool October 5, 2007 Robert Brokamp	Plan the Perfect Retirement Your retirement plan has many moving parts. Here's how to get them all going in the right direction.
The Motley Fool March 7, 2007 Mary Dalrymple	Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning.
Financial Advisor November 2007 Mitch Anthony	Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know.
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Registered Rep. May 16, 2013 Kevin McKinley	The Reluctant Retiree Clients who are financially ready to retire may still need some words of encouragement.
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 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 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?
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.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
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 March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
Financial Advisor June 2006 Marla Brill	When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best.
The Motley Fool December 1, 2006 Dan Caplinger	Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
Financial Advisor March 2012 Somnath Basu	The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts.
Financial Planning June 1, 2011 Katie Kuehner-Hebert	Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble.
Financial Planning February 1, 2007 Bob Veres	Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours.
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 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.
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.
The Motley Fool February 23, 2004 Robert Brokamp	What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more?
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 December 30, 2003	How Much Do You Need to Retire? Plan for some comfortable golden years.
The Motley Fool October 18, 2006 Selena Maranjian	Choose: Your Mortgage or Your Retirement One obvious choice that many of us face when we've got some extra money to sock away is whether to apply it to our mortgage or our retirement. So, what's the right choice?
The Motley Fool September 8, 2005 Dayana Yochim	Triage for Your Retirement Set your retirement problems up in triage and get them back in tip-top shape.