Financial Advisers Radar

Retirement Planning Tips For Women - San Francisco Chronicle

Wed, 23 May 2012 09:57:48 PDT

Retirement Planning Tips For Women
San Francisco Chronicle
Your health status and the lifestyle that you will actually live during retirement can be used to make reasonable assumptions about how much you will need to finance your retirement years. Ideally, you should work with a financial advisor who is able ...

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Learn About Social Security & Health Insurance Retirement Options In Cranford - NJ TODAY

Mon, 28 May 2012 02:03:44 PDT

Learn About Social Security & Health Insurance Retirement Options In Cranford
NJ TODAY
Michael Flynn, a financial advisor with Edward Jones, and Gary Woodward, Regional Vice-President, Prudential Annuities, will discuss various Social Security benefits options and how they may influence your retirement decisions.

More Than Half of Financial Advisors Miss Opportunity to Incorporate Life ... - MarketWatch (press release)

Tue, 22 May 2012 07:02:44 PDT

More Than Half of Financial Advisors Miss Opportunity to Incorporate Life ...
MarketWatch (press release)
The survey polled advisors at the 2012 Financial Advisor Retirement Symposium in Florida held earlier this month. Only one third (34%) of financial advisors said they were "very comfortable" recommending life insurance to their clients.
Most Financial Advisors Don't Include Life Insurance in PlanningBankInvestmentConsultant.com

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Savings Behavior Remains a Dominant Factor in Driving Secure Retirement ... - MarketWatch (press release)

Thu, 24 May 2012 05:32:19 PDT

Savings Behavior Remains a Dominant Factor in Driving Secure Retirement ...
MarketWatch (press release)
BOSTON, May 24, 2012 (BUSINESS WIRE) -- --Putnam CEO Robert L. Reynolds Points to the Need for a Strengthened Retirement System to Address the Declining Level of Preparedness by Lower-Income Households In the most recent edition of the Putnam Lifetime ...

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Study: Nearly Half of Soon-to-be-Retired, High-Net-Worth Americans “Terrified ... - EON: Enhanced Online News (press release)

Mon, 07 May 2012 15:50:03 PDT

AdvisorOne

Study: Nearly Half of Soon-to-be-Retired, High-Net-Worth Americans “Terrified ...
EON: Enhanced Online News (press release)
Those who have broached this topic with a financial advisor indicated that it was worthwhile, with two-thirds saying advisors were helpful or very helpful in discussing information about their health and estimating their health care costs in retirement ...
Most HNW Pre-Retirees 'Terrified' of Health Care Costs in RetirementFinancial-Planning.com
Affluent Pre-Retirees 'Terrified' of Health CostsAdvisorOne
Adverse Impact of Health-Care Costs Driving Fears About RetirementLifeHealthPro

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Five financial questions to answer if you're a Gen Xer - Inside Tucson Business

Fri, 25 May 2012 00:21:22 PDT

Five financial questions to answer if you're a Gen Xer
Inside Tucson Business
However, you may want to consider putting any extra money into your investment portfolio to help as you work toward your retirement goals. Work with your financial advisor to determine what may be most appropriate for your portfolio.

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Retirement Planning Specialist Thomas Helbig is Educating America - MarketWatch (press release)

Mon, 21 May 2012 13:55:54 PDT

Retirement Planning Specialist Thomas Helbig is Educating America
MarketWatch (press release)
He is also an approved Financial Advisor through the National Ethics Bureau and has been named a Five Star Best in Client Satisfaction Wealth Manager three years in a row in the St. Louis Magazine. This is an honor less than 7% of all Wealth Managers ...

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Fact Finder: Delayed Retirement - Alabama's13.com

Wed, 23 May 2012 16:32:24 PDT

Fact Finder: Delayed Retirement
Alabama's13.com
The full retirement age in the US is 66. But some continue to work beyond that (more) Certified financial planner Scott Cole discusses planning for retirement at a free seminar held in the Hoover Public Library. At 78-years-old, Jo Ann Jones still ...

Retirement advice can be hard to hear - CBS News

Sat, 19 May 2012 12:32:27 PDT

CBS News

Retirement advice can be hard to hear
CBS News
In fact, in my previous career as a financial advisor, I worked hard to help hundreds of clients retire or to have the opportunity to work less. But making retirement a viable option can mean deferring gratification at some points in your life, ...

Don't let finances tarnish golden years - Buffalo Grove Countryside

Fri, 25 May 2012 12:55:33 PDT

Don't let finances tarnish golden years
Buffalo Grove Countryside
According to the survey, 38 percent of those affluent Americans, who have a least $250000 in household assets, and are nearing retirement, have not discussed their retirement at all with a financial advisor. Health care costs are a huge concern.