TITLE

MONEY talks

AUTHOR(S)
Jones, Dan
PUB. DATE
September 2007
SOURCE
PN;Sep2007, Vol. 61 Issue 9, p26
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the significance of financial planning for the long-term viability of social security among employees in the U.S. According to the author, financial planning includes the sustainability of the income, risk transfer that change the view of retirement and disability, spending risks, tax and inflation rates, asset management and the distribution phase. It is suggested to find a reliable advisor for criticical financial planning.
ACCESSION #
26225893

 

Related Articles

  • Social Security: Stronger Than Most Advisors Realize. Lindorff, Dave // Financial-planning.com;5/1/2015, p1 

    By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

  • PPI sets out plans for trivial reform. York, Nicola // Money Marketing;6/14/2007, p11 

    The article reports on the revision of the pension personal accounts in Great Britain. Pensions Policy Institute (PPI) states that it is to prevent some high-risk groups from missing out on a good fate of return. The survey conducted by the PPI representatives shows that some groups including...

  • Introducing a New Way to Talk about Working in Retirement. Anthony, Mitch // Journal of Financial Planning;Jun2014, Vol. 27 Issue 6, p40 

    The article discusses an approach when talking about working in retirement. The author states that annual earnings limits of Social Security is one area in which retirees need specific counseling. The author suggests financial planners to encourage their clients to live a life of balance between...

  • Finding Success in Retirement Income Planning. King, Rebecca // Journal of Financial Planning;Dec2012, Vol. 25 Issue 12, p38 

    The article discusses wealth management and retirement income planning, with a focus on the Financial Planning Association's (FPA) survey "2012 Financial Adviser Retirement Income Planning Experiences, Strategies, and Recommendations." Topics include surveys of financial planners' strategies,...

  • Target-Date Funds: A Temporary Solution to a Permanent Problem. Blanchett, David M. // Journal of Financial Planning;Sep2011, Vol. 24 Issue 9, p60 

    The widespread acceptance of target-date portfolios has improved participant investing. More participants are deciding to let investment professionals manage their accounts and will likely achieve higher returns and less risk as a result. Unfortunately, target-date portfolios. in particular...

  • Plan Participants Provide Opportunities for Financial Advisors.  // Retirement Market Insights;Sep2013, Vol. 9 Issue 9, p4 

    The article discusses a study on whether retirement plan participants need the help of financial advisors, conducted by Spectrem Group in the U.S. in 2013. Research findings showed that about 40% of plan participants will seek the help of an advisor in making decisions about their retirement...

  • THE UPSIDE OF POSTPONING RETIREMENT. Palmer, Phillip H. // Life Insurance Selling;Jun2009, Vol. 84 Issue 6, p23 

    The article offers information on how to promote the advantages of retirement in the U.S. It suggests that deciding to postpone the retirement could have a significant effect on the long-term plan of the person. It emphasizes that insurance companies should offer the best advice possible...

  • The Right Stuff.  // Plan Sponsor;Oct2012, p16 

    The article highlights the importance of appropriate guidance provided by plan and investment consultants to plan sponsors in the U.S. It notes the frequent redefinition of the role of a fiduciary by the Department of Labor (DOL), continued participant lawsuits, and the expertise requirement of...

  • Widowed Before Retirement: Social Security Benefit Claiming Strategies. Shuart, Amy N.; Weaver, David A.; Whitman, Kevin // Journal of Financial Planning;Apr2010, Vol. 23 Issue 4, p45 

    Financial planners should be aware of Social Security program rules unique to widows approaching retirement. This paper examines these rules and their implications for benefit claiming strategies, complementing recent studies on Social Security claiming decisions. Using present value analysis,...

  • Grow your clients' wealth. Become a retirement conservationist. Fuchs, Anne // Money Management;11/13/2014 Supplement, Vol. 28, p16 

    The article discusses ways for financial advisors in Australia to help clients have a financially comfortable retirement, highlighting the case study of a 45-year-old man who wants to use his wage rise to increase his pension. These methods include expanding clients' investment choices,...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics