Life Planning

Retirement Good Fortune

by Joel Bruckenstein

When the goal at hand is just to look at retirement scenarios, Silver Financial Planner will serve you well.

Serving The Underserved

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First Genesis has carved out a niche and become one of the largest firms in the country serving African-Americans.

Retirement Doesn't Always Equal Happiness

by Roy Diliberto

People shouldn't retire just because society tells them to.

Retired Millionaire, Revisited

by Tracey Longo

Retiree Mike Kelly, a former banker, manages to live well on less than $60,000 a year.

FRONTLINE NEWS

Former Fed Vice Chair Reflects On Financial System Slump It's the recovery, stupid. Forget all the endless talk about a recession...

Means To Meaning

by Mitch Anthony

The modern struggle to have a life while making a living.

A Better Mousetrap

by Craig L. Israelsen> Craig L. Israelsen

Pure Target indexes deliver simple sophistication to investors.

Unfinished Business

by Andrew Gluck

A 36-year-old computer geek who made $12 million on the 2002 sale of his advisor software company is back with a vengeance.

Measuring True Risk

by Roy Diliberto

Grab your thesaurus! Advising your clients can become a lesson in semantics.

A Rare Breed, Indeed

by Somnath Basu

Many more advisors need to help clients deal with debt by taking a holistic approach to financial health planning.

A New Focus On Reverse Mortgages

by Gail Liberman

Lenders are aiming at the massive market of aging baby boomers, and they want advisors to join in the hunt.

Great Expectations

by Marla Brill

One-stop retirement income funds raise interest, spark debate.

Boomers In Business

by David J. Drucker

Some boomers are starting small businesses to generate needed income in retirement. What will your advice be?

Maslow Meets Retirement

by Mitch Anthony

Here's how you can help clients develop an income stream for life.

The Changing Face Of 401(k) Plans

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Choices multiply in defined-contribution plans.

Retirement As A Mess Of Maybes

by Lewis Walker

Finding the balance between cold hard numbers and rationality.

Living The Same, Longer

by David J. Drucker

A controversial financial planning program focuses on how a client can sustain his living standard rather than on how not to run out of money.

Beyond Money

by Tracey Longo

Here's how a retirement coach can help clients transition to a more fulfulling and perhaps even less-costly retirement. Your cost to get started: $150.

Ready To Roll (Over)

by Thomas J. Murphy

With retirement plans bursting at the seams with new money, changes in the law can make it easier to pass that money on to heirs. But there are several red flags to watch for.

Income For Life? Well, We Hope So.

by William Glasgall

A look at new products that are supposed to create "personal pensions" for your clients.