Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Investment Advisor April 2009 Melanie Waddell	Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough.
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.
Fast Company February 2011 Stephanie Schomer	Deb Citrin of Philips Home Healthcare Weaves a Boomer Safety Net Deb Citrin is rethinking how to market products for the elderly - by targeting their aging children.
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.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.
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.
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 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 Advisor October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
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.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Financial Advisor October 2007 Tracey Longo	Capitalizing on Boomers' Next Big Move For financial advisors, turning a blind eye to retiring clients' penchant for their next new home is an opportunity lost.
BusinessWeek July 12, 2004 Howard Gleckman	When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.
Financial Advisor April 2005 Deena Katz	Boomers-Retire, Restructure Or Reinvent? This huge group will change priorities and approaches on retirement. What will the role of financial advisors be in this new environment?
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Financial Planning October 1, 2011 Ingrid Case	Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles.
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.
Registered Rep. February 1, 2006 Gresham & Gresham	Reaching Boomers To access boomers -- and Gen Xers -- financial advisers may do well to enlist the help of their parents and other relatives.
Financial Planning April 1, 2005 Ed McCarthy	2015: The Boomers Hit Retirement The advice they'll want isn't the kind you're used to providing. Financial advisers who wait to implement the changes needed to serve boomers might miss the market.
Financial Advisor April 2005 Evan Simonoff	Editor's Note: Hard Times, Great Expectations Boomers took the U.S. and global economies to another level, but imbalances persisted. Just look at how European and Asian nations are dependent on the unbridled spending of American consumers, and we are dependent on their savings. Something has to give.
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.
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."
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
Financial Advisor April 2006 Deena Katz	A Partnership In Productive Aging Boomers will look to financial advisors as their financial mentors, educators and life diagnosticians. Consequently, advisors need to do some practice retooling to meet these new requirements.
Financial Planning March 1, 2008 Stacy Schultz	Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today.
HBS Working Knowledge October 18, 2004 Manda Salls	The Nonprofit Boon from Boomers A new study by the Harvard School of Public Health identifies baby boomers as a great potential source of volunteers in the future. But nonprofits better start making their pitch now.
Financial Advisor October 2005 David J. Drucker	Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income.
Financial Planning December 1, 2006 Marshall Eckblad	Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children.
Bank Systems & Technology April 20, 2010 Penny Crosman	Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
The Motley Fool March 22, 2005 Selena Maranjian	How Boomers Will Retire Our retirements will differ greatly from those of our moms and dads. If you're invested in companies that rely heavily on employee knowledge, give some thought to the aging of the employee base and how it might affect the firm's future.
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.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
BusinessWeek February 21, 2005 Andrew Park	Between A Rocker And A High Chair The Sandwich Generation -- caring for both parents and kids -- needs a hand.
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.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
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.
Financial Advisor June 2007 Tracey Longo	Grown Up, But Not Gone More and more retired or nearly retired investors are engaging in something that is extremely difficult for even the brightest advisors to accommodate in a financial projection: unplanned giving to their adult kids.
On Wall Street November 1, 2012	Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.
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?
Registered Rep. January 14, 2004 John Churchill	Baby Boomers Zero in on Retirement As the baby boomer generation nears retirement age, the financial issues that weigh heaviest on their minds are shifting. According to a study released yesterday, baby boomers have switched their financial focus from providing for children to planning for retirement.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
Registered Rep. April 30, 2010 Jerry Gleeson	What? Me Worry? Boomer Retirement Attitudes Fall Short, Report Finds Boomers seem to be lacking a sense of urgency about preparing for retirement in light of the financial collapse.