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Financial Advisor
September 2012 |
Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.   |
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. |
The Motley Fool
September 9, 2008
Dan Caplinger |
Pick the Right Time to Retire Taking early Social Security is often a smart move. |
Registered Rep.
June 30, 2015
John Kador |
The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. |
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. |
The Motley Fool
July 29, 2011
Dan Caplinger |
Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought. |
On Wall Street
January 1, 2011
Matthew Leung |
The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be. |
Financial Planning
July 1, 2009
Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. |
Financial Advisor
June 2006
Marla Brill |
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Planning
November 1, 2008
Gregory P. Brown |
Target-Date Technique The simplicity of many existing target-date funds conceals a number of obstacles that can impede investors' efforts to adequately fund their retirement income needs. |
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.
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. |
BusinessWeek
July 2, 2009
Peter Coy |
Can You Afford to Retire? After watching their savings evaporate and their net worth plunge, many are giving up on retirement planning. But there are ways out of this mess without winning the lottery. |
Registered Rep.
July 12, 2011
Mark Miller |
About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers. |
The Motley Fool
June 5, 2006
Robert Brokamp |
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more. |
The Motley Fool
April 19, 2007
Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. |
The Motley Fool
April 21, 2010
Robert Brokamp |
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation. |
Registered Rep.
March 14, 2014
Mark Miller |
Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement? |
The Motley Fool
December 30, 2003 |
How Much Do You Need to Retire? Plan for some comfortable golden years. |
The Motley Fool
May 12, 2005
Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
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. |
The Motley Fool
January 25, 2007
Selena Maranjian |
Will You Retire by Choice -- or Force? Beware: Lots of people are being forced into retirement -- and they're not ready. When it comes to compounding, the more time that passes, the greater the gain. And that's why being forced to retire early can be so disastrous. |
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. |
The Motley Fool
May 26, 2010
Dan Caplinger |
Get the Most From Social Security The right decision is harder than you think. |
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. |
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. |
The Motley Fool
May 14, 2007
Rich Duprey |
Then Again, Maybe I Won't -- Retire Work a few more years for a worry-free retirement. We all have an image of what retirement will be for us. The question is whether we'll actually be able to achieve it. |
The Motley Fool
September 26, 2006
Jill Ralph |
The Numbers Are In and They Don't Look Good Few Americans run their retirement numbers, and the rest are in for a rude awakening. Are you? |
The Motley Fool
May 4, 2005
Dayana Yochim |
Calculate Your Demise Inflation, return on investments, desired retirement income, taxes -- they all play an important role in guaranteeing that cushy retirement you've planned. How long will you be around to enjoy the fruits of your labor? |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
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? |
Registered Rep.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
The Motley Fool
June 24, 2008
Dayana Yochim |
Die Working Whatever the reason, more people say they plan to continue to work long past the traditional age of retirement. |
CFO
August 1, 2007
Karen M. Kroll |
The Overfeathered Nest Egg Critics say financial-planning calculators encourage employees to save too much. |
The Motley Fool
September 13, 2006
Chuck Saletta |
Will You Outlive Your Money? To make the most out of your golden years, you need to have plans in place that assure your money lasts at least as long as you do. |
The Motley Fool
July 28, 2008
Chuck Saletta |
What If You Haven't Started Saving Yet? According to a recent study, only 28% of Americans think they'll have enough cash for a comfortable retirement. If you're lumped in with the other 72% of Americans, it's no reason to panic. Read on to see what you can do. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
On Wall Street
February 1, 2011
Karen Wimbish |
Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans. |
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. |
BusinessWeek
July 2, 2008
Mara Der Hovanesian |
Will You Outlive Your Money? It's not all about how much you put away while you're working; it's also about how much you spend once you retire. |
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? |
The Motley Fool
May 23, 2007
Jill Ralph |
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. |
The Motley Fool
June 16, 2009
Dayana Yochim |
Retirees Refuse to Stop Working More people are working well into their golden years, and not just because of money. |
Investment Advisor
August 2008 |
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc. |
Investment Advisor
December 2006 |
The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations. |
The Motley Fool
October 20, 2009
Dan Caplinger |
Why You Need to Become a Millionaire It's no longer optional. Even if young investors succeed in saving $1 million for retirement, it'll only go as far as $300,000 does currently. |
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. |
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 Advisor
May 2005
Joel P. Bruckenstein |
Is ESPlannerPlus Better? ESPlanner offers a different approach to financial planning. |
