Retirement Income Articles

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Maximizing Social Security Benefits Using Advanced Distribution Strategies

by Robert M. Black

More financial advisors should become familiar with these strategies to get clients the most in benefits, says this advisor.

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When History And Asset Allocation Collide

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A CIO offers a new paradigm for generating enough retirement income for clients.

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Forced To Quit Work Early, Clients Turn To Advisors For Help

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Financial advisors are solving portfolio withdrawal worries for more people who find themselves unemployed in their early 60s, before Medicare and full Social Security kick in.

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Only Bernie Madoff Spends Assets

by Mark Hurley

AUM is an absurdly overused statistic in the advisory world that says little about the quality of the profession's participants, says Mark Hurley, founder and CEO of Fiduciary Network.

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Workers Not Taking Full Advantage Of Retirement Plans, Survey Says

by FA Staff

Many U.S. workers are not rebalancing or increasing contributions to their employee-sponsored retirement plans as often as they should, according to a new study by TIAA-CREF.

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Study: Fraud Increases Elderly Victims’ Willingness To Make Risky Investments

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Seniors who say they are financial fraud victims report being more willing to make risky investments, says a study discussed at the Retirement Research Consortium annual meeting in Washington, D.C.

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Retire On Savings Of $500,000? This Advisor Thinks Clients Can

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After surveying 1,350 retirees, this RIA says most people can be happy in retirement with savings of about $500,000.

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Couples May Be Losing $250,000 In Social Security Benefits

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A lack of knowledge about Social Security benefits may be costing Americans big money, a Financial Engines executive says.

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Six Keys To A Happy Retirement

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Most of the ingredients can be lumped into six broad categories that advisors can use to help clients, says columnist and advisor Dan Moisand.

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Christie Pension Fixes Range From Unlikely To Unpalatable

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Governor Chris Christie faces an array of painful choices for curbing New Jersey’s $52 billion pension burden, and most won’t make a significant dent.

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