TITLE

Women Alone in Retirement

AUTHOR(S)
Bradley, Susan K.
PUB. DATE
September 2001
SOURCE
Journal of Financial Planning;Sep2001, Vol. 14 Issue 9, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article focuses on the services that could be provided by financial planners to retiring women clients. Retirement can be a lonely time for women, particularly so if health or finances becomes questionable. Financial planners are in a unique position to first spot difficulties and offer some guidance to their clients as they work their way through retirement. Aside from financial planning, other extended services could be offered by planners. For instance, planners could help in the formation of support system for their clients. Such would not only create a new revenue resource but more importantly provide opportunity to be of help to clients through the more demanding phase of their lives.
ACCESSION #
5189088

 

Related Articles

  • Retirement Assets Left In Employer Plans? It's A Big Opportunity. Harrington, Bruce; Kingdon, Michelle // National Underwriter / Life & Health Financial Services;11/5/2007, Vol. 111 Issue 41, p14 

    The article reports on employer-sponsored retirement plan (ESRP) in the U.S. It is stated that despite of the flexibility of ESRP, many affluent Americans are still choosing to leave the money behind in former employer plans which limits the control of the person when it comes to asset...

  • Brace for Impact.  // Plan Adviser;Feb2011, p5 

    The article discusses how the changing definition of fiduciary might change a retirement plan adviser's practice. Brokers advising 401(k) plan sponsors and participants in a non-fiduciary capacity are urged to change their service model and redefine their role as plan advisers. To avoid...

  • Why You Are Not a Good Comprehensive Financial Planner. Cordell, David H.; Shein, Jay // Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, p44 

    The article discusses the certified financial planner (CFP) industry, examining areas in which financial planners might not measure up to being a comprehensive financial planner. Financial planners often recognize that estate planning has many complex issues. Topics include property and casualty...

  • Boost for adviser equity-release referrals. Jones, Lee // Money Marketing;6/11/2009, p23 

    The article reports on the growth of independent financial advisers (IFAs) recommending equity-release referrals to clients in Great Britain in the first quarter of 2009.A survey reveals that 34 per cent of referrals were introduced by IFAs in the said period. However, despite the result, IFAs...

  • Useful Financial Planning Concepts from Academic Research. Cordell, David M.; Grange, E. Vance; Langdon, Thomas P. // Journal of Financial Service Professionals;Nov2012, Vol. 66 Issue 6, p82 

    Academic research is sometimes obtuse or inapplicable to the real world of financial services. Further, because of the nature of the primary market for academic journals, even relevant and helpful articles are inaccessible to most financial service professionals. The authors of this article have...

  • Building a Succession Plan. Moore, Rebecca // Plan Advisor News;2013, p102 

    No abstract available.

  • How Pensions Impact Corporate Financial Distress. Manganaro, John // Plan Advisor News;2015, p1 

    A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in the airline, automotive and steel manufacturing industries.

  • Strategies to bolster your retirement confidence. COHEN, DANIEL // New Hampshire Business Review;5/17/2013, Vol. 35 Issue 10, p36 

    The article focuses on the strategies in managing retirement confidence. It states that people who plan earlier for their retirement are more confident in their capability to retire well. It mentions that there is no easy solution to the problems in retirement plans, but the first step is to...

  • Creating Retirement Security: Just Show Them the Money? MacBean, E. Craig // Journal of Financial Service Professionals;Jan2004, Vol. 58 Issue 1, p48 

    This article identifies security as a major objective for living from midlife on and the real objective behind financial and retirement planning. Both financial and nonfinancial issues affecting a sense of security in retirement are categorized and enumerated, and practical ways for financial...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics