With Apologies to Charles Dickens

Savage, Diane C.
November 2007
Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p46
Academic Journal
An editorial is presented discussing changes in the financial planning industry necessitated by changes among retirees and the evolution of financial services. Retirement planning for baby boomers must include considerations for fewer defined benefits from employers and a less secure Social Security system, along with higher levels of personal debt. Many baby boomer retirees will continue to work after retirement, up to 79 percent.


Related Articles

  • Create a Boom Through Client Planning. Basso, Jacquelyn M. // Pennsylvania CPA Journal;Spring2006, Vol. 77 Issue 1, p9 

    The article advises public accountants to assist baby boomers, those born between 1946 and 1964, by reviewing and planning for their personal financial milestones in various areas. Some areas to explore with baby boomer clients include retirement planning, social security, insurance, and estate...

  • Middle-Income Boomers Need for Retirement Advice.  // On Wall Street;Oct2011, Vol. 21 Issue 10, pA1 

    The article reports on the need of middle-income Baby Boomers for retirement income advice and the opportunity it presents for financial planners to provide service while expanding their client base. Two-thirds of this group with 30,000- 75,000-dollar incomes will reportedly also receive an...

  • Virtual Money Won't Fund Secure Retirement.  // National Underwriter / Property & Casualty Risk & Benefits Manag;05/03/99, Vol. 103 Issue 18, p28 

    Urges United States President Bill Clinton to respond to the problems faced by the baby boom generation. Issue on USA Accounts, an entitlement program aimed at retirement security; Why Clinton's proposal on USA Accounts should be rejected; Failure of the administration to propose any effective...

  • Resources for Starting the Conversation. RogĂ©, Rosanne // Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, p24 

    This article discusses strategies for broaching the subject of financial planning for children of the baby boom generation hoping to anticipate the needs of their aging parents. An Internet based guide found at the Web site www.4070talk.com entitled The 40-70 Rule...A Guide to Conversation...

  • Ideas For Talking With Boomers About Their Assets. Randall, Dan // National Underwriter / Life & Health Financial Services;5/19/2008, Vol. 112 Issue 19, p20 

    The article discusses the asset protection, asset analytics and asset transfer for baby boomer clients. The baby boomers may develop chronic illness and may also face high cost of medical treatment which the advisors suggest, purchase of combination life insurance with long term care rider for...

  • Who's Ready Now? Jones, Lucretia DiSanto // Advisor Today;Oct2005, Vol. 100 Issue 10, p37 

    The article discusses trends in retirement planning in the U.S. as of October 2005. Statistics from the "Fidelity Retirement Index" reveal that the typical working American household, whose primary decision makers are age 43 on average, has saved little for retirement and is expecting to cover...

  • Financial Gerontology. Tacchino, Kenn Beam; Littell, David A. // Journal of Financial Service Professionals;Jan2003, Vol. 57 Issue 1, p26 

    The article presents an easy-to-read table of pension and social security figures in the U.S. that are indexed annually. Pension figures are shown for the years 2000 to 2010. A brief description of each pension plan is also provided. Pensions plans listed include defined-benefit plans, defined...

  • Reinventing Retirement. Garland, Eric // Financial Planning;Oct2003, Vol. 33 Issue 10, p18 

    Discusses articles on retirement and financial planning in the U.S. Issues on current deficit acounting; Arguments on Social Security and Medicare.

  • Nine misconceptions about Social Security. Baker, Dean // Atlantic;Jul1998, Vol. 282 Issue 1, p34 

    The article discusses nine misconceptions relating to the Social Security system in the United States. The Social Security Trust Fund is discussed. The article maintains that the government is honest in the Social Security figures that it releases. The effects of the demographics of the Baby...


Read the Article


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

Try another library?
Sign out of this library

Other Topics