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 Planning September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Financial Planning April 1, 2006 Marion Asnes	The Cost of Living The dual pressures of rising healthcare costs and an aging population are inexorable. For financial planners, in addition to crafting strategies for creating wealth, protecting wealth and funding a lifestyle in retirement, it's time to count healthcare costs in your projections.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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 November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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 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.
Registered Rep. September 25, 2015 Mark Miller	Income Growth and Lifestyle Creep How much will your working clients' income grow during the course of their careers, and how much of that growth can you safely bake into their financial plans?
Financial Planning August 1, 2007 Marshall Eckblad	White Paper Here is what investors age 45 and older think about variable annuities -- and how much they're willing to pay for them.
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.
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 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.
Financial Planning April 1, 2007 Donald Jay Korn	Healthcare Housing The REIT Rx: Investing in healthcare-related real estate could be a prescription for profitability.
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.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
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.
On Wall Street April 1, 2011 J. Graydon Coghlan	Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Investment Advisor April 2008	News & Products, April 2008 New financial products: Information on long-term health care... Health savings accounts...
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
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.
Financial Planning July 1, 2007 Marshall Eckblad	Bookshelf The Wall Street Journal Complete Retirement Guidebook by Glenn Ruffenach and Kelly Greene provides priceless help in explaining the more complex facets of retirement planning to clients.
Financial Planning April 1, 2012 Scott Wenger	Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
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.
Investment Advisor August 2007 Kara P. Stapleton	Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs?
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Financial Planning April 1, 2011 Suzanne McGee	The Big Question Mark Many planners -- even those who traditionally have shunned selling insurance-related products in favor of developing financial plans -- are making themselves more familiar with the array of products that can be used to address the healthcare puzzle.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
Financial Planning August 1, 2007 David E. Adler	Quest for Knowledge Continuing education is a must for financial planners trying to stay ahead of the client curve. A look at CE trends and current requirements will help you chart your course.
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 Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
Financial Planning April 1, 2010 Rick Kahler	Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
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.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
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?
Registered Rep. March 8, 2013 Mark Miller	Testing Two Retirement "Truisms" The consequences of living longer and a fragile Social Security trust fund on real world retirement plans are more significant than you think.
Registered Rep. November 1, 2005 Kevin Burke	A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place.
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.
Registered Rep. July 12, 2013 Mark Miller	Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.
Registered Rep. April 12, 2013 Mark Miller	Retirement and Health Care: Bad Rx You and your clients are likely underestimating how much will be spent on health care during retirement. Here's how to predict the costs.
Investment Advisor July 2006 Melanie Waddell	Retirement Planning: Keying Into Income Needs Two of the top providers of financial planning software -- Morningstar and EISI -- are heeding advisors' calls for help in crafting retirement distribution strategies.
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 September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
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.
Investment Advisor April 2010 Olivia Mellan	Ariely on Retirement Planning A new guideline on how much money you'll need during retirement.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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.
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.