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Financial Planning
July 1, 2006
Paul J. Mauro |
New Directions When hiring financial planners, don't overlook older professionals who are looking to change careers.   |
Financial Planning
June 1, 2008
Ilana Polyak |
Pink-Slip Blues In today's uncertain environment, financial advisors need to know if their client's job is in jeopardy and to brainstorm about Plans B, C and possibly D. |
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 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. |
Job Journal
September 7, 2008
James E. Challenger |
Older Workers Find Favor in the Current Job Market A new report shows that employment among older workers is actually on the rise, shattering the myth that these workers are particularly vulnerable in this economic downturn. Their experience and knowledge instead make them valuable assets to an employer. |
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. |
Financial Planning
February 1, 2007
Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
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. |
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. |
Financial Planning
January 1, 2009
Jeanne Lee |
More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios. |
Job Journal
April 25, 2004
Michael Kinsman |
Career Pros: No Rush to Retire Why major corporations are working hard to recruit older workers. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
On Wall Street
June 1, 2009
Robert Seaberg |
The "Other Part" of Retirement Planning Retirement, however, is not just about numbers. If we replace the number with "second chapters," it conjures a world of new, qualitative things. And it is these things that planners often neglect |
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. |
Financial Planning
January 1, 2006 |
2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Planning
June 1, 2011
Jim Grote |
Industry Veteran As Richard R. Lee Jr. sees it, attracting a big chunk of money to manage isn't a key sign of success, even though his Dallas firm handles roughly $1 billion for its clients. In Lee's opinion, planners should focus as much on planning as on managing money. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Financial Planning
September 1, 2013
Christine Fahlund |
Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients. |
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. |
Financial Planning
April 1, 2012
Scott Wenger |
Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk. |
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. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Job Journal
February 20, 2005
Julia Hollister |
Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance. |
Financial Planning
July 1, 2013
Katie Kuehner-Hebert |
Quitting Your Job? Create an Exit Strategy Advisors considering a change of venue need a game plan and a clear sense of who owns their client relationships. |
Financial Planning
April 1, 2007
Elizabeth O'Brien |
Mission: Retirement AARP Financial uses its trusted brand to ratchet up the competition for boomers' assets. Will its strengths propel the firm into competition with financial advisors? |
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. |
Financial Planning
April 1, 2013
Scott Wenger |
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
Investment Advisor
February 2008
Kara P. Stapleton |
Impressionist When it comes to how advisors market themselves, they shouldn't neglect an obvious yet somewhat overlooked first step. Control your appearance and that of your staff, your office's layout, and the client experience. |
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. |
Financial Advisor
September 2011
Mary Rowland |
Second Chapter Why I chose life planning as my new career. |
