Checking the Expiration Date on Your Retirement Planning
- `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.
- Reader Spotcheck. // Journal of Financial Planning;May2000, Vol. 13 Issue 5, p31
Deals with the results of a survey of financial planners in the United States. Percentage of clients that have life insurance trusts; Death age used for retirement projections; Rating on existing business climate for financial practice.
- Retirement Planning: Managing Risk to Income. Janes, Greg // Practical Accountant;Jul2006, Vol. 39 Issue 7, p48
The article discusses on the efforts of financial advisors to manage financial risks of Baby Boomers' retirement income in the U.S. Financial planners have evaluated the risks associated with assets within the retiree's portfolio. To address such risks, planners administered accounting tools...
- Magic Numbers. Farrell, Charles J. // Financial Planning;Feb2008, Vol. 38 Issue 2, p89
The article explains the use of the Capital-to-Income ratio (C/I Ratio) by financial advisors in order to assist their clients manage their finances in the U.S. The client's total retirement savings are divided by current household income to get the C/I Ratio. The C/I Ratio can be used by...
- For agents, retirement plan itself is paramount. Friedman, Amy S. // National Underwriter / Life & Health Financial Services;9/5/94, Vol. 98 Issue 36, p12
Focuses on the concerns of insurance agent financial advisers over the investment side of retirement planning. Factors the insurance agents consider in retirement planning; Inflation; Employee benefits; Debts.
- WOMEN ADVISORS FORUM. Correia, Margarida // On Wall Street;May2014, Vol. 24 Issue 5, p14
The article reports on the need for financial advisors in the U.S. to help their clients plan for lengthy retirements that can easily stretch out 30 years.
- Planning for a `three-phase' retirement. Murray, M. Christian // National Underwriter / Life & Health Financial Services;8/10/98, Vol. 102 Issue 32, p5
Describes how planners should channel their client's financial sources in various phases of a retirement. Presentation by Michael Stein during the 1998 College for Financial Planning conference in Denver, Colorado; Census data on United States retirees; Characteristics of active stage, passive...