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Investment Advisor
May 1, 2011
Olivia Mellan
It's Not Working Retirement is great for some people; for others, not so much mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
November 1, 2007
Clint Willis
Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years. mark for My Articles similar articles
The Motley Fool
February 25, 2005
Selena Maranjian
How to Retire Happy If you want to enjoy your golden years, you'll need more than a lot of dollars. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
February 4, 2010
Ben Steverman
Fifteen Ways to Slash Spending in Retirement Retirees must adjust to new economic realities. Here, based on suggestions from financial advisers, are strategies to cut costs. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Lynn O'Shaughnessy
Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc. mark for My Articles similar articles
Investment Advisor
September 2007
Lewis Schiff
The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2007
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. mark for My Articles similar articles
Investment Advisor
September 2005
Joni Youngwirth
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. mark for My Articles similar articles
The Motley Fool
July 29, 2004
Robert Brokamp
Retire Your Way -- Or Don't Economic realities, longer life expectancies, and distaste for fogy activities might dictate that you'll retire well into your 70s -- if ever. mark for My Articles similar articles
The Motley Fool
May 26, 2010
Dan Caplinger
Your Investing Life Begins at 65 30 years is a long time. Prepare accordingly. mark for My Articles similar articles
Financial Planning
August 1, 2009
Henry K. Hebeler
Risky Business Sometimes being conservative means you have to look at the data very carefully. It's not conservative to base a plan on a diminishing need for money as you age. mark for My Articles similar articles
Financial Advisor
January 2008
David J. Drucker
Boomers In Business Financial advisors are being forced to retrain themselves to deal with the needs and desires of the boomer generation's retirement plans. mark for My Articles similar articles
The Motley Fool
April 9, 2010
Robert Brokamp
9 Retirement Killers Make sure you sock it away, and sock it away the right way. mark for My Articles similar articles
The Motley Fool
October 5, 2007
Robert Brokamp
Plan the Perfect Retirement Your retirement plan has many moving parts. Here's how to get them all going in the right direction. mark for My Articles similar articles
CFO
June 1, 2006
Scott Leibs
This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 6, 2008
Selena Maranjian
Is Your Retirement Being Destroyed? It's true that everyone is hurting right now. But those who are planning to retire soon face some particular challenges. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2008
Roy Diliberto
Retirement Doesn't Always Equal Happiness It is our job as financial life planners to help our clients discover what will fulfill their retirement dreams. If not us, then whom? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
April 1, 2010
Coghlan & Hadley
Retirement Catch-22: Too Young To Retire, Too Old To Hire The labor market has thrown a monkey wrench into the admirable retirement plans of many seniors and put many of them in a major bind. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
May 29, 2007
Bill Barker
You, Your Retirement, and You It's all about your retirement and you. Here are three brief places to start in securing your retirement. mark for My Articles similar articles
The Motley Fool
April 26, 2008
Selena Maranjian
Don't You Dare Retire Early! You might regret leaving that job. As appealing as early retirement seems, for many Americans it's not so wonderful. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2012
Dan Moisand
Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most. mark for My Articles similar articles
The Motley Fool
April 23, 2008
Rick Aristotle Munarriz
I Died Too Soon Going out while you're ahead usually leaves a mess behind. Read on for tips on how to plan better for those left behind. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 26, 2015
Mark Miller
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. mark for My Articles similar articles
The Motley Fool
May 14, 2008
Selena Maranjian
The Road to Early Retirement Plan, invest, and control your spending -- and you, too, could retire long before the Social Security Administration expects. mark for My Articles similar articles
The Motley Fool
December 1, 2006
Dan Caplinger
Moving After Retirement, Part 2 Choosing where to live isn't a simple decision for any retiree. After weighing all the factors, however, you can pick a destination that will let you achieve the dreams you've waited a lifetime to reach. mark for My Articles similar articles
The Motley Fool
January 14, 2009
Selena Maranjian
Do You Believe This Lie? Are you lying to yourself? 61% of Americans surveyed are very or somewhat confident that they'll have enough money to live through retirement comfortably. But only 47% have taken the time to calculate how much money they'll need in retirement. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 2, 2007
Selena Maranjian
Prepare to Un-Retire Will you be one of the millions forced to keep working for many more years? mark for My Articles similar articles
Financial Planning
May 1, 2007
Bob Veres
Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
May 15, 2006
Robert Brokamp
Retirement Tip: Pay More Taxes or Retire? Your choice: You can 1) contribute to your retirement plan, get a tax deduction, defer taxes on your investments, and eventually retire; or 2) spend all your income, pay more taxes (because you didn't get the benefits Uncle Sam bestows on savers), and never retire. mark for My Articles similar articles
The Motley Fool
May 7, 2008
Julie Clarenbach
Roundtable: Is Your Retirement in Trouble? Rising health-care and food costs and a slowing economy have hit many Americans in their debit cards -- and their retirement plans. mark for My Articles similar articles
Investment Advisor
March 2010
Olivia Mellan
Letting Go It's hard to accept loss or change and move on into something new, different, and unknown. This issue becomes central to advisors whose clients are moving into their Third Age, that of retirement. mark for My Articles similar articles
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. mark for My Articles similar articles