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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.
The Motley Fool October 13, 2010 Selena Maranjian	7 Expenses That Disappear in Retirement Your golden years may not cost as much as you fear.
Investment Advisor March 2007	How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life?
The Motley Fool May 18, 2011 Dan Caplinger	How Broke Retirees Will Threaten Your Stocks Those nearing retirement will have to take dire steps to survive. Businesses could suffer.
The Motley Fool March 7, 2007 Mary Dalrymple	Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Financial Advisor March 2012 Eric Rasmussen	Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it.
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 July 2008 David J. Drucker	Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
On Wall Street April 1, 2012 John Diehl	The Secret to a Happy Retirement? Practice You can help your clients create their own luck in retirement by encouraging them to practice their desired retirement lifestyle and determine what makes sense for them.
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.
Registered Rep. July 5, 2012 Kevin McKinley	Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently.
The Motley Fool December 9, 2004 Robert Brokamp	What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more?
The Motley Fool March 11, 2009 Rick Aristotle Munarriz	Retirement Plan B: Don't Die The good news is that we're living longer. The bad news is, well, that we're living longer. Seize control of your retirement planning now.
Registered Rep. November 1, 2005 Todd K. Ballenger	Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
The Motley Fool December 1, 2006 Dan Caplinger	Moving After Retirement Even though money is an important factor in considering your retirement options, it's definitely not the only consideration.
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.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
Financial Advisor October 2012 Roy Diliberto	Cash Flow In Retirement Clients take a different view than advisors.
Financial Advisor April 2008 Tracey Longo	Retired Millionaire, Revisited Take a look at how one retiree with a $1 million-plus retirement portfolio lives the good retirement life, thanks to the help of his advisors.
Financial Advisor March 2006 David J. Drucker	Breaking The Rules We can prognosticate as much as we want, but only time will tell exactly how boomers will fare as a generation in retirement. Here's what financial advisors can do to help.
The Motley Fool September 30, 2004 Robert Brokamp	How Much Will You Need to Retire? You've heard you only need 70% of what you make now. Is it true?
The Motley Fool February 23, 2004 Robert Brokamp	What Retirement Will Cost Will you be able to live on 70% to 80% of your current income -- or will you need more?
Registered Rep. May 1, 2006 Kevin McKinley	Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor.
AskMen.com July 8, 2001 Luis Rodrigues	9 Finance Tips To Make You Successful The job you have does not guarantee a stable financial life - although being an engineer or lawyer probably helps. But what really makes a difference, is how well an individual plans his personal finances.
The Motley Fool May 26, 2010 Dan Caplinger	Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly.
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.
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
Financial Advisor August 2012 Robert Kreitler	Drawing A Hard Line How advisors can use critical path strategies to provide cash flow in retirement.
The Motley Fool May 28, 2009 Dayana Yochim	Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future.
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.
Financial Planning May 1, 2012 Bob Veres	Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided.
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.
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.
Financial Advisor March 2010 Karen DeMasters	Healing Financial Trauma Financial advisors have had to become psychologists for clients facing hardship.
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 February 28, 2007 Mary Dalrymple	Home, Wealthy Home Ways you might tap into your home equity during retirement.
On Wall Street June 1, 2012 John Diehl	The Retirement CEO Going through a retirement analysis with your clients can help them put forth a plan. Ultimately, it can greatly improve their chances of success as CEO of their own retirement.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
The Motley Fool April 5, 2007 Dan Caplinger	Are You Too Old for Stocks? Seniors need to balance all of the risks they face. As you approach or enter retirement, you no longer have the luxury to weather long downturns in stocks.
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.
On Wall Street October 1, 2008 Judith Schoolman	5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
The Motley Fool January 31, 2006 Doug Short	Cutting the Cord on Cable No matter where you are in your financial life cycle, eliminating waste from your budget generates opportunities to create value.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
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 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.