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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.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
Registered Rep. February 8, 2013 Mark Miller	What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
Investment Advisor August 2007 Kara P. Stapleton	Working Through Retirement Are your financial advisory clients putting away enough money for retirement or will they be working at the age of 70 to cover healthcare costs?
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.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
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.
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 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.
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 March 7, 2007 Mary Dalrymple	Define Your Retirement You may have thought a lot about what you want to do in retirement, but you may not have thought as much about how your personal plans have an effect on your retirement financial planning.
Financial Planning May 1, 2012 Bob Veres	Rethinking Distribution Planning Once we see a flood of new thinking about an aspect of planning, it's only a matter of time before we see a major shift in the way the service is provided.
Registered Rep. June 7, 2012 Mark Miller	Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income.
On Wall Street September 1, 2013 Dave Lindorff	The New Math of Retirement Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrow.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning February 1, 2010 Ilana Polyak	You Should Live So Long Offered only since 2005, longevity insurance can protect against living a very, very long time by providing income at the tail end of retirement.
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.
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 October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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.
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.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
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.
The Motley Fool June 5, 2006 Robert Brokamp	Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more.
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.
Financial Planning March 1, 2006 Joel P. Bruckenstein	Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well.
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.
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.
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?
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.
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.
Investment Advisor October 2006 Kara Stapleton	Numerology The number of Americans covered by a government health insurance plan as of 2005 was 38.1 million... Americans age 55 who live to age 90 would need to have accumulated $210,000 (by age 65) to pay for insurance to supplement Medicare... etc.
Financial Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
The Motley Fool August 6, 2004 Robert Brokamp	Do You Want to Work Forever? How will you retire if you're not saving enough?
Financial Planning August 1, 2007 Li et al.	Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well.
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.
Investment Advisor April 2006 Melanie Waddell	Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world.
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.
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 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 December 9, 2004 Robert Brokamp	What Retirement Will Cost Are you saving enough to pay for your golden years -- or will you need more?
The Motley Fool April 21, 2010 Robert Brokamp	4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation.
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 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.
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 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.
Investment Advisor November 2006 Savita Iyer	Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey.
The Motley Fool August 27, 2008 Chuck Saletta	How to Retire Without Saving Millions What can you do to secure your retirement -- without having to save millions of dollars? Read on to see.
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?