The Retirement Clock Is Ticking: Are Financial Planners Failing Americans?
- Retirement planning can be easier than you think. Kinney, Derrick // Fort Worth Business Press;11/14/2005, Vol. 18 Issue 46, p28
The article emphasizes the significance of rendering the services of financial advisors for retirement planning in the U.S. The demographic and political changes make saving and investment for retirement more of the responsibility of the individual. A thorough and practical strategy is needed...
- According to the Experts. Englander, Debra Wishik // DollarSense;Spring2001, p7
Presents investing and saving strategies of financial planners in the United States. Factors to consider in achieving financial goals; Insights of Jeanne A. Robinson on tax deferral opportunities of 401(k) plans; Emphasis of Ron Yolles on financial priorities.
- `Wake up call' needed. L.J. // Long Island Business News (7/1993 to 5/2009);03/24/97, Vol. 44 Issue 12, p17
Reports on the fear of American financial planners that many Americans are not preparing for their retirement years. Mistake in relying on inheritance; Recommendation for setting aside $500,000; Advantage of mutual fund and stock market investments.
- Smart investing is key for planners' retirement plans. Friedman, Amy S. // National Underwriter / Life & Health Financial Services;9/5/94, Vol. 98 Issue 36, p12
Offers financial planners some advice on retirement planning. Use of a long time frame when planning for a client's retirement; Purchase of a universal life policy with a nursing home rider to protect assets; Recommended annuities accumulation vehicles; Factors affecting traditional retirement...
- Modern retirement realities alter investment strategies. Leckey, Andrew // Journal of Business (10756124);4/21/2011, Vol. 26 Issue 9, p16
The article offers advice from financial advisors Eric Turloff of Turloff Financial Consulting, Tom Jacobs of Motley Fool Special Ops and Christine Benz of Morningstar Inc. on investment strategies that should practice by retirees in the U.S.
- Checking the Expiration Date on Your Retirement Planning. Stein, Michael K. // Journal of Financial Planning;Sep99, Vol. 12 Issue 8, p24
Focuses on financial planning for retirement in the United States. Changes in the way people view retirement; Reason for the changes; Concerns about the financial advice given to people nearing retirement age; Phases of retirement; Retirement income sources to be considered.
- More than one in five failing to save for retirement. Salih, Chris // Money Marketing (Online Edition);5/21/2012, p31
The article reports on a survey which that found that 22 percent of people are not making any provision for their retirement in Great Britain. The Scottish Widows Pensions Index focused on people in the age group of 30 years-old who earn more than 10,000 pounds per year. The survey found that...
- Gliding Into Retirement. Lindorff, Dave // Bank Investment Consultant;Mar2008, Vol. 16 Issue 3, p39
The article discusses the offer for the new retirement investment solution in the U.S. It aims to provide investment opportunities for retirement or other long-term goal, such as funding a college education. It claims that the method increases the available application of retirement during the...
- Industry tells Turner to abolish means test. Phillipps, James // Money Marketing;2/3/2005, p7
Reports that the Association of Consulting Actuaries is calling for the abolition of the means-testing policy. Argument that means-testing discourages many individuals from saving for retirement; Need to increase employers' contribution to the pensions of their employees.