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Registered Rep. June 1, 2005 Ruth Halcomb	Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help.
Financial Planning November 1, 2012 Katie Kuehner-Hebert	Over There! Living Abroad Offers Options for Prospective Retirees Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.
Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Registered Rep. April 11, 2014 Mark Miller	Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012
Registered Rep. August 22, 2014 Mark Miller	Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget.
Financial Advisor December 2009 Jeff Schlegel	Kings Of The Road Providing cross-border financial planning for expats can be tricky.
On Wall Street August 1, 2013 Mason Braswell	Dream of Retiring Overseas Comes with Unexpected Woes It s not all pina coladas and sandy white beaches for overseas retirees.
Financial Advisor September 2004 Karen DeMasters	Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases.
Financial Planning November 1, 2007 Marci Baker	Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries.
Financial Planning February 1, 2013 Jim Grote	Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration.
Financial Planning October 1, 2010	7 Questions The U.S. recently ranked 15 on a list of the best countries in which to retire. Why and where should we all move?
Financial Planning September 1, 2009 Jim Grote	The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries.
Financial Planning August 1, 2011 Ingrid Case	Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
Investment Advisor May 2008 Lewis Schiff	Death and Taxes Respect No Borders For global families, advanced planning teams look for global solutions
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?
BusinessWeek February 4, 2010 Ben Steverman	Fifteen Ways to Slash Spending in Retirement Retirees must adjust to new economic realities. Here, based on suggestions from financial advisers, are strategies to cut costs.
Financial Planning April 1, 2005 Neil A. O'Hara	2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry.
BusinessWeek July 18, 2005 Ellen Hoffman	A Home Far Away From Home How to avoid unpleasant surprises when you buy overseas real estate.
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 April 1, 2006 Joan Warner	A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix.
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.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
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.
BusinessWeek December 22, 2003 Geri Smith	Fox: "Mexico Is a True Business Partner" Mexico's President says the key is to see NAFTA as "an association seeking prosperity among the three countries."
Financial Planning April 1, 2007 Elizabeth O'Brien	White Paper A new survey shows American workers save more for retirement each month than their counterparts in Australia, Canada, China, France, Germany, Hong Kong, Italy, Japan, Spain and the U.K.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
Commercial Investment Real Estate Mar/Apr 2012 Oscar J. Franck Terrazas	Mexico or Brazil? Investors may be surprised at the comparison of these two countries.
The Motley Fool January 14, 2005 Selena Maranjian	Is It Time to Invest Abroad? A good way to approach international investing is to view it not as an urgent short-term need but as part of your overall long-term portfolio.
Financial Planning November 1, 2006 Russell Wild	Global Healthcare Traveling abroad for medical care can often save a patient 80% of the domestic cost. Should financial advisors tell their clients about the savings?
Financial Planning February 1, 2008 David Certner	A Pain for Retirees A new policy on retiree healthcare benefits could leave millions with reduced coverage.
Financial Planning May 1, 2007 Bob Veres	Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
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.
Registered Rep. September 20, 2012 Kevin McKinley	Health Care Costs Are Making Clients Sick They say an ounce of prevention is worth a pound of cure. Yet when it comes to addressing client concerns about current and future health care costs, most financial advisors don't even offer even so much as a periodic check-up.
BusinessWeek July 2, 2009 Michelle Conlin	Retirement: Why Panama Is the New Florida Panama's quality health care, low costs, and proximity to the states are attracting American professionals as a retirement haven.
Financial Planning March 1, 2011 Scott Schutte	Under the Radar Planning for retirement got more challenging recently, thanks to the Social Security Administration's (SSA) announcement in December 2010 of new rules surrounding so-called interest-free loans.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool February 28, 2007 Mary Dalrymple	Home, Wealthy Home Ways you might tap into your home equity during retirement.
The Motley Fool September 23, 2005 Selena Maranjian	Is It Time to Invest Abroad? The American economy has been sputtering for several years now. Should investors be looking overseas for better returns?
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
Registered Rep. June 1, 2005 Kevin McKinley	Social Stupidity Here are some common mistakes retirees make with their monthly checks, along with methods financial advisors can use to protect them.
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.
Managed Care May 2005 John Carroll	Evaporation of Retiree Benefits May Be Health Plan Opportunity With big companies steadily reducing coverage for retirees, plans need to devise products for this needy population.
Financial Advisor July 2011 Alan Lavine	U.S. Dollar Under Pressure Some observers believe currency should be part of a diversified portfolio. Here's what to consider.
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.
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.