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The Motley Fool March 10, 2010 Dan Caplinger	This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks.
The Motley Fool August 26, 2009 John Rosevear	It's Not Too Late to Save Your Retirement No matter your age, there are still things you can do to improve your retirement.
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.
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.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
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.
Registered Rep. October 1, 2006 Stan Luxenberg	The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
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.
The Motley Fool October 12, 2009 Amanda B. Kish	The Incredible Shrinking 401(k) It's truly depressing when a retirement portfolio loses nearly a quarter of its value, even after you make your hard-earned annual contributions.
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?
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 June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
The Motley Fool May 27, 2009 Dan Caplinger	Don't Pay Too Much for This Investment When it comes to guaranteed variable annuities, buyers are paying more for protection than they did in recent years -- even though the market has already dropped substantially.
The Motley Fool August 11, 2010 Selena Maranjian	Don't Count on This Retirement Cure-All Annuities might not be right for your retirement.
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.
The Motley Fool August 19, 2004	The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement.
The Motley Fool September 15, 2010 Dan Caplinger	This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them.
Financial Advisor October 2007 William Glasgall	The New Retirement Wave Planners will need to seek innovative ways to help keep the baby boomers from exhausting their nest eggs.
Financial Advisor September 2006 Frank O'Connor	An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost.
The Motley Fool January 27, 2005 Dayana Yochim	Allocation for the Rest of Us How does your portfolio compare with that of the average affluent American?
The Motley Fool June 17, 2005 Dayana Yochim	How the Well-Heeled Invest If nothing else, act like the rich in at least one way: Take a healthy slice of today's income -- maybe even 10% -- and put it away for your future.
The Motley Fool February 8, 2010 Dan Caplinger	How to Prevent a Retirement Implosion Even if you think you've saved enough for a comfortable retirement, you're not out of the woods yet. The key is making it through the first few years. Here's how.
The Motley Fool April 22, 2008 Selena Maranjian	Uh-Oh: Your Retirement Has Been Rescheduled A market downswing can derail retirement plans with little warning.
Registered Rep. May 18, 2010 Alan Lavine	No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
Financial Advisor May 2012 Alan Lavine	Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?
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.
The Motley Fool January 21, 2010 Dan Caplinger	What You Need to Stay Rich in Retirement You've spent a lifetime saving. Don't blow it now.
The Motley Fool June 5, 2009 Selena Maranjian	Overcome the Market Meltdown Despite the recent rally, the market is still some 40% off its highs. And that probably means that your retirement funds have taken a substantial hit. But change your game plan and you can still win the game.
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?
The Motley Fool February 24, 2004 J. Graham	Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio.
The Motley Fool June 16, 2010 Dan Caplinger	Why Congress Won't Save Your Retirement Don't expect a government bailout.
Registered Rep. November 28, 2011 Jerry Gleeson	Report: Slow Change in Retirement Income Market A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy.
The Motley Fool May 8, 2009 Selena Maranjian	10 Ways to Find More Retirement Income Boost your nest egg beyond Social Security, pension, and savings.
On Wall Street December 1, 2009 Geoffrey Stiff	When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados.
Investment Advisor January 2010 Melanie Waddell	Retirement News News from the SEC, MetLife, and Fidelity: SEC will present recommendations on target date funds early next year... MetLife and Fidelity Investments have introduced a new deferred variable annuity product... more...
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
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.
Financial Advisor February 2007 Tracey Longo	Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities.
The Motley Fool January 14, 2005 Dayana Yochim	Activate Retirement Panic Plan Antsy about your retirement plans? Oh, you're already retired? Read on. It might not be as easy as 1-2-3, but getting your retirement back on track may help revive that youthful glow.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
The Motley Fool October 20, 2010 Selena Maranjian	Get a Bigger Bang from These Investments Target-date funds may soon be easier to evaluate.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
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 18, 2009 Dan Caplinger	Do This If You Want To Retire Anytime Soon This bear market has been scary for those approaching retirement. Don't panic, make the right moves now, and save as much as you can, and you can still have the retirement you've always wanted.
BusinessWeek June 23, 2011 Margaret Collins	Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex.
The Motley Fool February 18, 2011 Dan Caplinger	Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move?
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 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.