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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.
Investment Advisor May 2008 Olivia Mellan	Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc.
Investment Advisor January 2009 Olivia Mellan	Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients.
Investment Advisor August 2007 Olivia Mellan	Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor.
Investment Advisor June 2007 Olivia Mellan	Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life.
Investment Advisor December 2009 Olivia Mellan	The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year.
Investment Advisor March 2009 Olivia Mellan	Power Couple Baby boomers are reaching retirement age, but that doesn't mean they and their spouses will be in sync about how to spend their time -- or their money. It's an advisors role to help guide them through this.
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.
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Investment Advisor February 2008 Olivia Mellan	The Bell Tolls Clearly, aging baby boomers need financial advisors to help plan their upcoming retirements. But how can you coax them into your office or persuade them to make changes that will ensure a more pleasant future?
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.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Investment Advisor August 2005 Olivia Mellan	The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective.
Financial Advisor December 2007 Tracey Longo	Beyond Money A small but advanced cadre of advisory firms is using coaches to help clients prepare for retirement and make the most of their time and money throughout life.
Investment Advisor April 1, 2011 Olivia Mellan	And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly
The Motley Fool March 19, 2007 Elizabeth Brokamp	Financial Vows in Marriage Did you promise to love, honor, and save for retirement?
Investment Advisor January 2010 Olivia Mellan	The Psychology of Advice: The Gift to Be Simple If you or any of your clients are mulling over how to create a simpler lifestyle, these comments may help.
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.
Investment Advisor March 2009 Olivia Mellan	The Advisor's Toolkit for Client Stress Management and Positive Aging Tips for managing client stress include preparing a "toolkit" to guide them through the process of discussing retirement matters.
Financial Advisor June 2011 Roy Diliberto	Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money.
Registered Rep. September 22, 2010 Kevin McKinley	Maximizing Social Security Although the majority of your clients may not fit exactly into this stereotype, here's how you can help maximize Social Security income for a couple who filled "traditional" roles during the years before retirement.
Investment Advisor April 2009 Olivia Mellan	The Psychology of Advice: High Anxiety If your heart beats faster when you check the market update, or your throat dries up when you prepare to tell clients about their portfolio, you have what we could call money anxiety. There's a lot of it going around these days.
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.
The Motley Fool June 24, 2010 Dayana Yochim	3 Things Your Advisor's Too Scared to Tell You Man up, America: These are harsh words you need to hear about retirement savings, estate planning, and personal financial planning.
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.
Investment Advisor December 2005 Olivia Mellan	The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality.
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.
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.
Investment Advisor December 2006 Olivia Mellan	Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer.
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?
Financial Planning June 1, 2011 Deena Katz	Take Me Back, Please Good planners know that, when a client wants to leave, there is little you can do to persuade them to stay. Nonetheless, you can make the trip more pleasant by offering to cooperate any way you can.
The Motley Fool December 30, 2004 Robert Brokamp	6 Retirement Resolutions Make 2005 the year you moved much closer to quitting your job. Here's how.
BusinessWeek February 4, 2010 Chris Farrell	Smart Choices, Dumb Moves Retirees look back at their best and worst moves to help you avoid pitfalls.
Investment Advisor December 2007 Olivia Mellan	The Mourning After If you or one of your financial advisory clients is struggling to cope with grief, now or at any other season of the year, the advice that follows may help ease the pain.
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.
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.
Registered Rep. February 28, 2011 Hilary Johnson	Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan.
Financial Planning February 1, 2007 Sherrill St. Germain	Your Client's New Career Rather than retire, more and more clients want to downshift into more satisfying, if less lucrative, jobs. Those planners who are willing to rethink some long-held assumptions will be well positioned to counsel these clients through this challenging but rewarding journey.
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.
ifeminists February 8, 2006 Leving & Sacks	The Rise in 'Gray Divorce': It's Always Hubby's Fault In both the U.S. and Japan, divorce among older couples is on the rise. There are various explanations for the trend but media commentators agree on one thing -- when the husband divorces his wife, it's hubby's fault. When the wife divorces her husband, well, it's hubby's fault too.
The Motley Fool November 14, 2006 Mary Dalrymple	After Retirement Think now about how to handle health setbacks late in life. Long-term care insurance can offer additional peace of mind.
Investment Advisor July 2006 Olivia Mellan	The Psychology of Advice: Unreal Estate With real estate prices having set new records in many areas of the country, clients' attitudes toward real property may lead to emotionally loaded financial questions or disputes that end up in your lap. Here are some ways you might approach helping clients sort out their options.
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.
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.
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.
Investment Advisor February 2009 Olivia Mellan	The Uncertainty Principle With all the economic, financial, and global turmoil right now, uncertainty is sure to be rife among your clients. If you're laboring to cope with this stress in them, and in yourself and your co-workers, read on for some possible answers.
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.
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 Planning September 1, 2011 Miriam Rozen	Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically.
Investment Advisor May 2006 Olivia Mellan	The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips.