What's Working in Retirement?
- The Crucial Question: Can Clients Afford To Retire? Greenwald, Mathew // National Underwriter / Life & Health Financial Services;9/4/2006, Vol. 110 Issue 33, p14
The article reports on the question whether clients can afford to retire. In 2004, 22 percent of the oldest baby boomers, then aged 38-58 were already out of the labor force. Others are still deciding whether they can afford to retire. Researchers revealed that few retirees have made a good...
- Advisors can talk, but will boomers listen? Williams, Daniel // Retirement Advisor;May2015, Vol. 16 Issue 5, p46
The article offers information on challenges facing financial advisors in the U.S. when it comes to dealing with clients belonging to the baby boom generation.
- Unlocking the IRA retirement vault. Brogan, Jim // Senior Market Advisor;Apr2012, Vol. 13 Issue 4, p58
The article discusses how financial advisors can tap the opportunity presented by the Individual Retirement Account (IRA) distribution planning market. It points out that aging boomers and retires are looking for questions and providing them with answers can compel them to take action and hire...
- Boomer Retirement Trends. // Financial Planning;Dec2010, Vol. 40 Issue 12, pB1
The article discusses how financial advisors can adjust their services for the Baby Boom generation as they transition from full-time work to retirement. It states that many Baby Boomers are considering revolving retirement where they retire for quite some time and go back to work at a later...
- Boomers Need To $tart $aving. Higgins, Barry // National Underwriter / Life & Health Financial Services;10/27/2003, Vol. 107 Issue 43, p17
Reports on the importance of retirement planning among baby boomers in the U.S. Focus on saving for retirement; Recognition on the shortfalls of retirement; Strategies that boomers must take on their retirement plan.
- The New RETIREMENT. Corbett, Jan // Metro (NZ);Apr2008, Issue 320, p36
The article offers information on the retirement plans of baby boomers in Auckland, New Zealand. Older boomers expect something back after retirement but the younger boomers are afraid of it. According to a survey conducted on working and retired New Zealanders by Axa concluded that the quality...
- Guiding Boomers To Phased-ln Retirement. Koco, Linda // National Underwriter / Life & Health Financial Services;6/27/2005, Vol. 109 Issue 25, p33
Provides several tips to guide the baby boom generation to adjust in retirement. Use of words that depict people maintaining their independence; Consideration on how benefits might change to accommodate phased retirement; Need of financial planners to sharpen their skill in discussing what...
- Opening Up Retirement Vistas. Sloane, J. Heywood E. // National Underwriter / Life & Health Financial Services;8/8/2005, Vol. 109 Issue 30, p12
Presents retirement strategies that financial advisors need to consider when conversing with retiring baby boomers in the United States. Product strategy; Retirement income strategy; Retirement financial strategy; Total retirement strategy.
- Retirement: it's not all scary. Libbe, Katie // Life Insurance Selling;Aug2011, Vol. 86 Issue 8, p30
The article focuses on the concerns of American employees regarding their retirement. It notes that many studies and statistics show a high level of fear and low level of preparedness of employees for the future. Meanwhile, it points out that employees under the baby boomer generation focused on...