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Registered Rep.
February 4, 2004
John Churchill
Americans Not Saving Sufficiently For Retirement Even as advisors eagerly chase the business of retiring baby boomers, a large percentage of the working population remains in the dark about financial planning, having vitually no retirement plan or savings. mark for My Articles similar articles
The Motley Fool
March 2, 2007
Mary Dalrymple
Let Them Eat ... Cash? A California savings proposal highlights the advantages of starting early. If you open a savings account (or maybe even a college savings fund) when your child is born and contribute to it regularly, you can build up a sizable nest egg. Just get started. mark for My Articles similar articles
Registered Rep.
August 24, 2011
Jerry Gleeson
Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product. mark for My Articles similar articles
Financial Planning
December 1, 2007
Elizabeth O'Brien
Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need. mark for My Articles similar articles
Registered Rep.
April 22, 2015
Kevin McKinley
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? mark for My Articles similar articles
Financial Planning
June 1, 2007
Jennifer M. DeLong
The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach. mark for My Articles similar articles
AskMen.com
Michael Estrin
10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money. mark for My Articles similar articles
The Motley Fool
January 25, 2005
Dayana Yochim
You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins. mark for My Articles similar articles
Financial Advisor
July 2006
Raymond Fazzi
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. mark for My Articles similar articles
The Motley Fool
August 30, 2007
John Rosevear
Start Saving Now Does the prospect of saving for an emergency fund or for retirement seem too overwhelming? Then start smaller. Save for a tangible near-term goal, and commit yourself to paying off credit cards each month. mark for My Articles similar articles
The Motley Fool
March 26, 2007
Rich Duprey
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through. mark for My Articles similar articles
BusinessWeek
June 6, 2005
Laura D'Andrea Tyson
Retirement Savings: A Boost For The Needy Government matching would give IRAs a shot in the arm to boost retirement savings, even among middle- and low-income households. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 14, 2004
Dayana Yochim
Size Doesn't Matter Honestly! It's the number of years spent building your nest egg that's most important. mark for My Articles similar articles
Financial Advisor
July 2007
Tracey Longo
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. mark for My Articles similar articles
The Motley Fool
February 2, 2007
Mary Dalrymple
Our Savings Rate Is Abysmal The national rate's in the red. How are your savings statistics? If you're not shunting at least a little of your discretionary income into short-term savings or long-term savings, you might be setting yourself up for trouble down the road. mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. mark for My Articles similar articles
The Motley Fool
July 22, 2005
Dayana Yochim
College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters. mark for My Articles similar articles
Registered Rep.
April 6, 2007
Kristen French
The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients. mark for My Articles similar articles
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. mark for My Articles similar articles
The Motley Fool
January 22, 2004
Selena Maranjian
Saving for College College costs can be managed with proper planning. mark for My Articles similar articles
AskMen.com
Terence Channon
Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Mary Dalrymple
Feed Your 401(k) Even recent hires have run out of excuses for ignoring retirement. The best part about a 401(k)? Once you set it up, the savings happens automatically. mark for My Articles similar articles
The Motley Fool
October 13, 2010
Dan Caplinger
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. mark for My Articles similar articles
The Motley Fool
January 24, 2007
Mary Dalrymple
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. mark for My Articles similar articles
The Motley Fool
February 16, 2007
Matt Koppenheffer
A Savings Triple Play Making sure you have enough stashed away for all of life's adventures can be as easy as one, two, three. mark for My Articles similar articles
The Motley Fool
January 28, 2004
Robert Brokamp
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? mark for My Articles similar articles
The Motley Fool
July 22, 2004
Robert Brokamp
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 9, 2007
Bill Barker
On the Day I Will Have Lost a Half a Million Dollars How to cope with a big loss after many years of doing it all right. mark for My Articles similar articles
The Motley Fool
May 5, 2005
Robert Brokamp
Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules. mark for My Articles similar articles
The Motley Fool
November 9, 2006
Mary Dalrymple
Young and Foolish Don't skip retirement savings when you're just starting your career. mark for My Articles similar articles
Investment Advisor
May 2008
Kara P. Stapleton
Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 2, 2004
Robert Brokamp
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. mark for My Articles similar articles
The Motley Fool
March 24, 2004
Robert Brokamp
Wretched Retirement Realities Information on what is needed financially for retirement. Stats about retirement fund like medicare and social security. mark for My Articles similar articles
The Motley Fool
October 9, 2007
Dayana Yochim
Prevent a Retirement Nightmare If you want your retirement to play out better than the ending of the last Halloween flick, it's time to get serious about saving more. Here are three ways to instantly improve your future prospects. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 29, 2009
Dan Caplinger
The Best Way to Save for College Pick the best investments for your kids. mark for My Articles similar articles
Financial Advisor
January 2007
Marla Brill
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Kevin McKinley
Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors. mark for My Articles similar articles
The Motley Fool
February 10, 2005
Robert Brokamp
Wretched Retirement Realities You can't be a senior on the go without a pile of dough. Here are the most important numbers: the balances in your retirement accounts, how much you're contributing to them or withdrawing from them, and how you've invested them. mark for My Articles similar articles
The Motley Fool
April 14, 2005
Robert Brokamp
Save More Now, Play Much More Later How much will saving just $100 more a month improve your retirement? mark for My Articles similar articles
The Motley Fool
October 23, 2007
Dan Caplinger
The Savings Crisis Goes Abroad The U.S. isn't the only nation with a savings problem. Once renowned as a nation of savers, Japan's savings rate has been steadily declining over the past 30 years. mark for My Articles similar articles
The Motley Fool
January 23, 2004
Selena Maranjian
America Saves? Americans aren't saving like they should. mark for My Articles similar articles
Financial Planning
March 1, 2007
Elizabeth O'Brien
White Paper Money Far From Mouth When It Comes to Retirement Savings: Advisors can play an integral role in helping clients maximize their retirement savings. mark for My Articles similar articles
Investment Advisor
April 2009
Melanie Waddell
Retirement Planning: All God's Children Still Not Saving Enough Baby boomers are still not saving enough. mark for My Articles similar articles
The Motley Fool
January 18, 2007
Mary Dalrymple
Retirement and Irrational Man, Part 1 If you've let your employer set up your 401(k) contributions and investments, don't assume that the default options set by your plan will guarantee a comfortable retirement. mark for My Articles similar articles
Financial Advisor
March 2012
Jim McConville
Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition. mark for My Articles similar articles