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Registered Rep. July 12, 2011 Mark Miller	About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers.
Registered Rep. June 30, 2015 John Kador	The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Financial Advisor September 2012	Working Longer Greatly Improves Retirement Readiness Most people won't be prepared for retirement at age 65, but they will be by age 70, largely because of increased Social Security payments, concludes a report by the Center for Retirement Research at Boston College.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
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.
Registered Rep. September 25, 2015 Mark Miller	Income Growth and Lifestyle Creep How much will your working clients' income grow during the course of their careers, and how much of that growth can you safely bake into their financial plans?
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.
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.
Investment Advisor May 2008 Kara P. Stapleton	Ahead of the Game Bank of America research provides statistics on the affluent's retirement planning, and finds that most are on track.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Investment Advisor December 2007 Kara P. Stapleton	Not So Bad After All? A new survey finds that couples are in agreement on saving for retirement.
The Motley Fool November 10, 2009 Dan Caplinger	The Easy Way to Rescue Your Retirement Take the time to figure out exactly what you want in your retirement, and you'll get a much better sense of what you have to do to get there.
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.
The Motley Fool July 20, 2010 Amanda B. Kish	Retirement: It's Not as Bad as We Thought Despite the dire predictions, Americans are a little more prepared for retirement.
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Registered Rep. June 13, 2014 Mark Miller	Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession.
The Motley Fool June 2, 2010 Dan Caplinger	Retiring Well Is Easier Than You Think You may not need as much money as you believe.
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.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Investment Advisor September 2010 Kathleen M. McBride	Retirement Planning: News and Products News on Morningstar, and from the Insured Retirement Institute.
The Motley Fool January 25, 2007 Mary Dalrymple	Retire in Poverty? Reverse the deteriorating retirement trend by saving more now.
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.
The Motley Fool March 9, 2010 Robert Brokamp	Are You Saving Enough for Retirement? Your goals are unique, so the way you reach those goals should be, too.
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 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 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.
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 September 1, 2007 Somnath Basu	Winds of Change If clients anticipate a 30-year retirement, they need more than one strategy. An age-banded approach helps you plan for age 65, 75, 85 and beyond.
Inc. May 2006	Is A Pension Plan Right For You? If you answer yes to these six questions, a defined benefit plan may be worth a look.
Financial Planning October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
On Wall Street February 1, 2011 Karen Wimbish	Working In Retirement: The New Normal Today, working in "retirement" appears to be the plan -- of necessity or of choice -- for a majority of middle-class Americans.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
The Motley Fool April 20, 2005 Dayana Yochim	Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to.
Financial Planning February 1, 2007 Joel Bruckenstein	Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably.
Financial Planning May 1, 2006 Chris Blunt	Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management.
Investment Advisor April 2007 James J. Green	News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
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.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
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.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
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.
The Motley Fool November 5, 2004 David Braze	Take Social Security at 62? What is the best way to get the most of your Social Security benefit?
Registered Rep. April 24, 2015 Mark Miller	Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy.
The Motley Fool November 3, 2009 Amanda B. Kish	Why You Won't Be Able to Retire Don't quit your day job just yet! There is a true crisis ahead -- and new data shows just how unprepared most Americans are to retire.
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.
Financial Advisor March 2012 Jim McConville	Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition.
Investment Advisor July 2008 Kara P. Stapleton	Women Still Lack Confidence on Retirement Recent study on women and retirement suggest that there remains an educational opportunity for many advisors when it comes to raising awareness among their female clients on preparing for retirement.