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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 Advisor July 2011 Jeff Schlegel	The Coming Retirement Wave Are Americans financially prepared for life after work?
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
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 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.
AskMen.com March 18, 2001 Luis Rodrigues	Start Planning For Your Retirement
Registered Rep. July 12, 2013 Mark Miller	Retirement Spending Is Not A Straight Line The standard method of projecting a client's spending pattern may have them saving too much.
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.
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.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Advisor June 2010 Eric Uhlfelder	Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.
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 Advisor March 2005 Jeff Schlegel	Time & Money As a financial advisor, do you understand all the assumptions you are making regarding retirement account withdrawal rates?
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.
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?
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 Advisor October 2006 Mary Rowland	The Fountain Of Extended Longevity Increasing life expectancies are -- or should be -- changing fundamental financial planning.
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 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.
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.
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 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.
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. 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.
Financial Advisor November 2011 Eric Rasmussen	Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die.
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.
Registered Rep. June 1, 2012 Mark Miller	Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference.
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. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
Financial Planning November 1, 2009 Brian Gaffney	Attitude Adjustment Today, more than a year after the fall of Lehman Brothers, investors seem to be breathing a bit easier.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
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.
Financial Advisor February 2012 Ben Mattlin	Making The Money Last How can advisors convince baby boomers to live within their means so they have enough for retirement?
Financial Advisor November 2012 Ben Mattlin	The 4% Solution Is it still a feasible retirement withdrawal strategy?
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?
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 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 October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
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.
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 Planning April 1, 2006 Joan Warner	A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix.
On Wall Street December 1, 2009	Five Questions with Alicia Munnell Alison Munnell has been on the President's Council of Economic Advisers and worked as an assistant secretary of the Treasury for Economic Policy. She speaks here about retirement planning.
Financial Planning February 1, 2008 Elizabeth O'Brien	Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow.
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. April 13, 2012 Mark Miller	A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care.
Registered Rep. July 5, 2012 Lauren Barack	Let it Ride? Hardly. New software addresses the security needs of risk-weary investors approaching retirement. Financial advisors who ignore these concerns risk watching assets walk out the door.
Financial Advisor August 2012 Joel P. Bruckenstein	Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.
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.