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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.   |
Investment Advisor
August 2007
Kara P. Stapleton |
A Case for VAs? A new study found that two-thirds of boomers are interested in allocating a portion of their qualified plan into a variable annuity that offers guaranteed income for life. |
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 Planning
October 2, 2007
Elizabeth O'Brien |
White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs. |
On Wall Street
September 1, 2010
Matthew Leung |
Here Today, Here Tomorrow - New Sources Of Income For Retirement It's official. Pensions and social security are no longer viewed as the primary sources of retirement income. |
Registered Rep.
February 24, 2005
Will Leitch |
Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years." |
Financial Planning
February 1, 2007
Elizabeth O'Brien |
White Paper Asset Allocation Across the Generations: Despite the fact that their current portfolio allocations are similar, gen Xers and baby boomers reported a difference in how they expect their asset allocations to look once they enter retirement. |
Investment Advisor
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
Wall Street & Technology
November 18, 2005 |
Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers. |
On Wall Street
January 1, 2012
John Diehl |
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. |
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. |
Financial Planning
October 1, 2005
Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. |
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
June 2007
Thomas Scott |
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? |
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. |
Financial Advisor
February 2006
Tracey Longo |
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. |
The Motley Fool
July 25, 2007
Buz Livingston |
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. |
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.
June 17, 2014
Alan Lavine |
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. |
Financial Advisor
November 2011
Jim Frederick |
Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety. |
Registered Rep.
April 1, 2005
Will Leitch |
Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses. |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Registered Rep.
June 12, 2007
Christina Mucciolo |
Retirement Plan Participants Want Financial Planning When it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren't getting it through their retirement plans, according to a new report. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
On Wall Street
February 1, 2010
Elizabeth Wine |
Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else. |
Investment Advisor
September 2008
Kara P. Stapleton |
Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group? |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
The Motley Fool
February 4, 2010
John Rosevear |
You'll Need Even More Than You Think Think an annuity will save your retirement? Think again. |
The Motley Fool
August 25, 2010
Dan Caplinger |
3 New Rules for a Richer Retirement The same old strategies won't work anymore. |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
The Motley Fool
April 19, 2007
Ellen Bowman |
Where All the Retirees Are Above Average Most Americans think they're right in the middle of the retirement road. So what's the view from the center? The retirement of your dreams is out there, but being average isn't going to bring it to you. |
Financial Planning
August 1, 2010
Paul Menchaca |
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. |
Financial Planning
April 1, 2008
Marion Asnes |
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs. |
Investment Advisor
March 2010
James J. Green |
Numerology: Worried, but Staying Put A new survey finds that retirement plan participants at colleges, universities, and post-secondary schools are nervous about living comfortably in retirement. |
Investment Advisor
March 2009
Melanie Waddell |
Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike. |
Financial Planning
December 1, 2007
Ilana Polyak |
Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet. |
Registered Rep.
August 12, 2011
Diana Britton |
Retirement Income Fever The industry has responded to the great wave of retirees that has just begun with an increased focus on creating retirement income streams -- successfully. It's always a tough feat, what with expanding life expectancies and estimating health care needs far out in the future. |
U.S. Banker
December 2006
Lee Conrad |
Learning to Serve Retirees In the Final Stages of Life The retirement market is prompting banks to rearrange internal structures, with new retirement czars at the helm and new products on the offer. After all, customers don't want to outlive their money. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
Investment Advisor
January 2008
Kara P. Stapleton |
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner. |
The Motley Fool
November 6, 2009
Selena Maranjian |
Will These Investments Beat Immediate Annuities? Annuities have a mixed reputation, but one variety -- immediate annuities -- have been steadily growing. Does their increasingly popularity make them right for you, or are there better ways to build a secure retirement income stream? |
On Wall Street
November 1, 2008
Elizabeth Wine |
Seeking Unsexy Annuities Annuities have received a bad rap of late for their high fees and confusing contracts. But as other investments tank, clients are once again looking for guaranteed income streams from their portfolios. |
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. |
The Motley Fool
May 17, 2005
Selena Maranjian |
Why Women Are Worried The National Women's 2005 Retirement Survey found that many women are behind in retirement planning. But they can turn things around. |
Investment Advisor
December 2009
James J. Green |
Solutions for the New Retirement Reality Sobering words, yes, but opportunities as well noted at retirement symposium. |
Registered Rep.
June 13, 2014
Mark Miller |
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
