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Financial Advisor August 2012 Robert Kreitler	Drawing A Hard Line How advisors can use critical path strategies to provide cash flow in retirement.
Financial Planning May 1, 2011 Joseph A. Tomlinson	Income Choices Retirement income is a growth industry, and the menu of products is expanding fast. Immediate annuities and variable annuities with living benefits are established products, while longevity insurance and standalone living benefits are more recent additions.
Financial Advisor February 2011 Somnath Basu	Mistiming Retirement The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
Financial Planning September 1, 2008 Joseph A. Tomlinson	Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets?
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.
Financial Planning September 1, 2007 Jim Grote	What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation.
Financial Advisor January 2009 Ray Fazzi	Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Financial Planning September 1, 2010 David E. Adler	Slices of Time Time segmentation for retirement planning does offer distinct advantages such as telling investors where their income is coming from, what their assets levels are and need to be, and how their goals and lifestyle may have to change.
Financial Advisor August 2005 Fowler & Rattiner	Averting Disaster A new archetype in financial planning is needed for individual investors.
Investment Advisor March 2010 Melanie Waddell	Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration.
Financial Advisor April 2007 Eric Rasmussen	Switching From Offense To Defense Financial planners look at the critical zone in the five years before and after retirement.
Registered Rep. June 21, 2011 Alan Lavine	A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement.
Financial Planning February 1, 2011 Donna Mitchell	Investing for Retirement A roundtable discussion with six industry experts gleans some of the best ideas on how to help clients maximize opportunities during their peak working years and lay sound plans for the next phase.
Financial Advisor July 2011 Dan Moisand	Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
Financial Planning April 1, 2005 Jerome S. Golden	Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Financial Planning February 1, 2006 Donald Jay Korn	Annuities Special: The Right Rider Boomers want guaranteed lifetime income, but don't want to buy an immediate annuity. Variable annuity issuers think they have a solution.
Real Estate Portfolio Jan/Feb 2008 Allen Kenney	The Time of Your Life Life cycle funds gain popularity by enabling investors to choose tailored investment plans. REIT Usage in Life Cycle Fund Products: AllianceBernstein Retirement Strategies -- 10%... JPMorgan Smart Retirement Funds -- 4% to 6%... etc.
Financial Planning September 1, 2010 Richard Vodra	The Ditmas Test Most financial planners don't examine the numbers in their assumptions and scenarios to see how they would work in the real world. Without this kind of analysis, initially sound projections can spin out of control.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
On Wall Street December 1, 2008 William Harding	Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there.
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?
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.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
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 Planning February 1, 2007 Len Reinhart	Longevity Insurance Wealthy baby boomers fear outliving their money, but they want more than immediate annuities. For financial advisors, there are three action points to follow to help ensure your clients' peace of mind.
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. June 17, 2014 Alan Lavine	Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating.
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.
Finance & Development June 2011	Beyond Retirees How countries change their pension systems and whether they do it in tandem have major implications for global economic health.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
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.
Financial Advisor June 2005 Joel P. Bruckenstein	A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve.
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.
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 December 1, 2007 Ilana Polyak	Annuities, Revisited Financial advisors who once sneered at annuities are now realizing that they could be a magic bullet.
Financial Planning May 1, 2010 Donald Jay Korn	Retirement NOW The idea of retirement has changed from a brief, blissful rest at the end of life to almost a second youth, with relatively few responsibilities, increased mobility and vast, open swaths of free time.
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.
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. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
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.
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
Financial Planning September 1, 2006 Donald Jay Korn	TIPSy-Turvy With inflation on the rise, why are Treasury inflation-protected securities heading south? To understand why TIPS can be so volatile, planners should know how they work.
Financial Planning October 2, 2007 Elizabeth O'Brien	White Paper - A Balancing Act When constructing a retirement income solution, advisors must weigh subjective factors such as the client's individual risk tolerance and the desire to leave assets to heirs.
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.
Investment Advisor September 2006 Melanie Waddell	The Playing Field: Extending the Definition Some financial planners embrace a new asset class: a client's career.
The Motley Fool July 27, 2004 Dayana Yochim	Are Your Dollars Dragging? Don't let inflation erode your lifetime savings. Calculate your future spending money.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.