Results for "Retirement Watch"

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It's not just keeping up with inflation

April 14, 2008

For those heading toward retirement, the latest inflation numbers should be mildly reassuring. Consumer prices were flat in February. And while they rose 4.1% year-over-year overall, they were up only 2.3% if food and energy are excluded. Since...

Women will drive boomer retirement

March 31, 2008

By now you are probably tired of hearing that baby boomers are going to change retirement. The fact is, they are. Yet despite all the talk, the financial services industry still remains mostly unprepared — largely because they don't see how...

Positioning yourself as a specialist

March 17, 2008

With millions of baby boomers entering their 60s, the entire financial services industry is focused on retirement. But with every provider — from Fidelity Investments and Merrill Lynch & Co. Inc. down to solo practitioners — proclaiming retirement...

Gauging retirement readiness

March 3, 2008

Wall Street has become an industry of metrics. Investment advisers can slice and dice results in dozens of different ways to measure performance against any number of indices. Marketing gurus can pinpoint target audiences by age, goals or hobbies....

Seeking income, growth and stability

February 18, 2008

Baby boomers are the largest U.S. population segment and the wealthiest generation the world has ever seen. When this demographic tsunami begins crashing into retirement next year, investment objectives will change from growth of capital to...

Giving a name to that feeling

January 21, 2008

If you have clients of a certain age, you may have noticed they realize that something is different about the five years just before and after retirement. Issues of income adequacy and investment choice suddenly become more important than ever,...

Boosting retirement income

January 7, 2008

While the number of millionaires grows, it's sobering to note how many Americans are not especially wealthy. Consider that 75% of those turning 50 have less than $25,000 in total assets, according to a recent study from the U.S. Census Bureau....

Retirees suffer from crisis in confidence

October 10, 2010

The recession has had a substantial effect on investors in many ways. As people watched their nest eggs lose value or stagnate, the retirement plans of thousands were thrown into limbo. But beyond the financial toll has been the emotional impact...

An after-tax approach to allocation

November 5, 2007

I want to make a case for calculating asset allocations in retirement accounts on an after-tax basis. First, consider 55-year-old Peggy, who is single and believes that she will be in the 25% marginal tax rate in retirement. She has $7,500 in...

Using philanthropic-planning strategies

September 24, 2007

The about-to-retire and the already retired have at least two things in common: Both want income they can’t outlive, and both want to leave behind a legacy. By employing philanthropic-planning techniques, a forward-thinking adviser can help...

Retirement security and reality

September 10, 2007

Imagine a TV reality program that follows six American retirees through daily life as they make decisions about how best to manage their retirement savings. That sounds a little less exciting than “Dancing with the Stars,” doesn’t it? But...

What new regulation bodes for retirement

November 22, 2009

Like the winds of war that swept through the antebellum South in the opening scenes of “Gone with the Wind,” the investment and retirement world we know is changing and about to end badly. New regulation will reshape the landscape in ways...

A British solution to the pension problem

November 8, 2009

Over the past half century, employer-sponsored defined-benefit pensions have been a crucial source of retirement income and security. However, the popularity of corporate D-B pensions has dwindled, and competitive pressures may drive such plans...

When investors behave irrationally

September 27, 2009

The worst financial downturn in nearly a century has caused even the most rational investors to do funny things with their money, many of which may be very damaging to their retirement portfolios. If our new environment has taught us anything,...

Making a case for real real returns

September 13, 2009

Which investments offer retirement oriented, long-term investors the best returns? Before answering that question, let's first define “returns.” For long-term investors, what really matters is the rate of real real return, which is the nominal...

Making a case for real real returns

August 28, 2009

Which investments offer retirement-oriented, long-term investors the best returns? Before answering that question, let's first define “returns.” For long-term investors, what really matters is the rate of real real return, which is the nominal...

Selling to small-business owners

August 16, 2009

Umpteen years in the investment community have taught us that there is a right way and a wrong way to sell a retirement plan to a small-business owner. Take the wrong path and you will waste everyone's time or succeed in selling the owner a...

Adding guarantees to the mix

March 15, 2009

Jokes about 401(k)s' becoming 201(k)s are no longer funny. Baby boomers looking to retire in the next few years now wonder if retirement is even possible. Those already in retirement worry about being able to continue drawing income from shrunken...

Rethinking inflation during retirement

March 1, 2009

Financial advisers must consider many types of risk when creating and executing successful retirement income plans, but perhaps none is more insidious than inflation. While a whiff of deflation is in the air, it still seems that certain goods...

Get with the (retirement) plan

February 15, 2009

While investors of all ages have experienced the pain of recent market declines, baby boomers are less confident about their future than those who are already retired. That was one finding of an online survey of 600 investors, ages 44 and older,...

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