Results for "Retirement Watch"

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Managed-payout funds provide income

November 7, 2010

Baby boomers will be the first wave of retirees to rely more heavily on their 401(k) balances rather than traditional defined-benefit plans to meet their retirement needs. To assist these retirees, financial advisers will need new tools and...

Adapting to new ideas of retirement

July 25, 2010

Investors have a new definition of retirement. Recent research has showed that many now define retirement as “when I'm unemployable” instead of “when I achieve a certain asset goal.” The idyllic view of retirement as a leisurely stroll...

Plan sponsors need some guidance

May 30, 2010

Many retirement plan sponsors don't realize they are plan fiduciaries. Still others don't understand what it means to be a fiduciary or are ill-prepared to act prudently in that capacity. Unfortunately, what plan sponsors don't know can hurt...

Sales of chronic-illness riders on upswing

March 28, 2010

With baby boomers planning their retirement and all of the talk about the rising cost of medical care for seniors, conventional wisdom would suggest that sales of long-term-care insurance would be on the upswing. Not so. According to LIMRA,...

Broaden the message to employees

February 28, 2016

Now is a good time for advisers to encourage plan sponsors to broaden the conversation with participants from a narrow focus on retirement to a more holistic view on financial wellness. By shifting the conversation, you can help plan sponsors...

Last year's lesson: Be frank, frequently

January 31, 2010

Irish playwright George Bernard Shaw's quip, “The problem with communication is the illusion that it has been accomplished,” assumed more relevance in the financial industry in 2009 than at almost any other time in modern history. Clearly,...

The quest for retirement income

January 3, 2010

Although the market rebound since March has helped ease retirement-funding concerns among investors and advisers alike, a sense of uncertainty lingers. Advisers are still grappling with ways to provide some measure of predictable retirement...

Becoming a boss to pay for retirement

December 6, 2009

There was a time when the three legs of the retirement stool — Social Security, pensions and personal savings — were solid. Since those legs are more than a bit wobbly these days, I advocate an improved three-legged stool for retirement...

Advice for building retirement plans based on the number of years until retirement

February 14, 2016

Plan participants looking ahead to their lives in retirement can take a cue from recent retirees. It's not surprising that baby boomers are free spirits — the sentiments this generation held about life when they were in their teens and 20s...

Collaborative advice drives success

October 25, 2009

Households that regularly receive advice are better prepared financially for retirement than households that do not receive advice as often. That's the essence of the findings of a recent report, “Financial Advisors and Boomers,” that I...

Aligning withdrawals with retirement goals

October 11, 2009

Traditional retirement income planning assumes that retirees need a steady, inflation-adjusted income stream to cover all their expenses. But since not all retirement living expenses are the same, advisers should consider expanding their repertoire...

Understanding the minds of retirees

May 10, 2009

Understanding how retiree investors are apt to behave can help advisers manage relationships during difficult market environments. But how can an adviser map the behavior of his or her clientele? Asking clients directly about their response...

Financial advice-givers beware

February 1, 2009

While market performance is likely to dominate retirement plan discussions in 2009, let's not lose sight of several important regulatory proposals and rule changes that will affect plans this year. The most significant of these involve investment...

The gift of more retiree referrals

December 7, 2008

As we roll into the holiday season, I want to give you a gift for 2009 and beyond: more referrals from your retired and soon-to-be-retired clients. Receiving this gift requires that you change your mind about how referrals come about, especially...

Redefining long-term diversification

November 16, 2008

With risk tolerance and potential returns plummeting as the entire U.S. financial infrastructure remains in flux, financial advisers and investors are taking a new look at investing for retirement. That process requires redefining "diversification."...

Retirement is an anachronism

October 19, 2008

The word "retirement" conjures up visions of leisurely days spent traveling, dining at fine restaurants, golfing, volunteering and getting together with friends. Unfortunately, only very, very few of us are going to be able to live the dream....

The looming crisis in caregiving

October 5, 2008

Over the next two decades, the number of Americans over 65 will double and exceed 20% of the U.S. population. The number of people over 80, who generally need more health care, will quadruple. Unfortunately, despite the greater need for health...

Overcoming clients' puny nest eggs

August 25, 2008

If you thought our health care system was in need of a fix, get ready for an even bigger crisis — insufficient retirement savings. As we approach 2011, the year that the first baby boomers are scheduled to start retiring, we are discovering...

Giving linked to happiness in seniors

December 20, 2015

Sir Winston Churchill once said, “We make a living by what we get. We make a life by what we give.” During their working years, many of your clients may define their success primarily by their career advancement or the size of their bank...

Preventing retirement suicide

July 28, 2008

If someone were about to step in front of an oncoming bus, you would stop them, wouldn't you? Similarly, when clients are about to shove their retirement nest egg under a bus (in the figurative sense, of course), you feel obliged to protect...

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