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- How to be a Demographic Realist
- There's an interesting article in strategy+business called "How to be a Demographic Realist" that presents some false assumptions about retirement -- something 21 percent of the global population will need to think about by 2100, as opposed to 7 percent now. It's probably not news to you that the burgeoning senior population faces some challenges...
- Blog posts 2007-09-26
- Retirement Keeps Him Busy
- Since its founding in 1918, New York City - based nonprofit financial services company TIAA-CREF has expanded its business beyond pensions to include variable annuities, insurance, financial advice, trust services and college tuition financing. By 2002, TIAA-CREF had expanded so much that high costs were beginning to impair its ability...
- White papers 2005-10-15
- Retirement Programs an Increasing Challenge for Financial Executives
- Add one more item to the growing list of concerns for today's financial executives - their companies' retirement programs. A survey conducted by Hewitt Associates, a global human resources services firm, reveals that the most pressing retirement plan challenges for financial executives in managing their companies' retirement programs include growth/volatility...
- White papers 2005-04-12
- Retiring Owner
- As you begin to think about your retirement, you will be faced with the decision of making changes in the ownership of your company. At some point you will want to transfer ownership to another party which may include family members, key managers, employees, a strategic outside party or some...
- White papers 2003-01-01
- Retirees: Earn Lower Returns
- This article is not a pitch for investing in bonds, though they are an essential part of most retirement portfolios. No, this is a pitch for investments of any type that have lower risks. It stresses that there is a big difference between the best way to invest before retirement...
- White papers 2003-01-01
- Retirement: When Your Portfolio Starts Paying You
- There are very few financial changes as big as retirement: It is the end of paying ones portfolio and the start of having ones portfolio pay him/her. How one goes about making this transition will have financial repercussions for the rest of ones life. This article is built around five...
- White papers 2003-01-01
- Retirement Ready? Prepared For The Unexpected?
- According to the paper, unemployment is mostly dependent on the mental, emotional, and financial preparation for the precipitating event. Earlier retirement used to be like receiving a gold watch, pension, and social security but today many people retire intentionally and voluntarily through careful planning because they find themselves involuntarily retired...
- White papers 2003-01-01
- Conservatism Rules In Retirement Planning
- Over the last few years, the threat of terrorism, war, and economic slowdown has put the financial advisor’s job in jeopardy. However, it is a financial advisor’s duty to prevent the employees from taking early retirement. As a result, many financial advisors are considering refurbishing of retirement planning strategies for...
- White papers 2003-01-01
- Helping Your Employees Plan For Retirement
- Are your employees saving enough for retirement? Do they know how much to save? Workers who receive employer-provided educational material about retirement planning and saving are more likely than those who do not to have earmarked money for retirement, to have attempted to determine their retirement income needs, and to...
- White papers 2002-08-28
- Retirement Investing: A New Approach
- This paper proposes a new approach to investing for retirement that takes advantage of recent market innovations and advances in finance theory to improve the risk/reward opportunities available to individual investors before and after retirement. The approach introduces three new elements: · It uses inflation-protected bonds to hedge a...
- White papers 2001-03-08
- Keeping Your Money Yours
- A comfortable retirement is their leading financial objective, say respondents to a Chief Executive/Wilmington Trust survey. Those who rely on professional assistance are more confident that they will achieve all of their financial goals. Becoming a CEO is generally the capstone of an executive's career, so there can be a...
- White papers 2001-03-01
- Life After Retirement
- This paper explores the various ways to manage your personal finances during your golden years. It describes the case of Yvonne Banks who approached retirement three years ago, she had no preconceived financial plan to facilitate a transition from her blue-collar job to a cushy retirement. The 54-year-old Baltimore resident,...
- White papers 2001-01-01
Additional Resources
- WU speaker: 'It's affecting everyone'
- By Michael Hooper THE CAPITAL-JOURNAL Even though some companies are increasing their profits, their stock values are being dragged down by the current financial crisis, a businessman said Thursday. The volatile stock market -- which has been hammered by the U.S....
- Articles 2008-09-26
- WU speaker: 'It's affecting everyone'
- By Michael Hooper THE CAPITAL-JOURNAL Even though some companies are increasing their profits, their stock values are being dragged down by the current financial crisis, a businessman said Thursday. The volatile stock market -- which has been hammered by the U.S....
- Articles 2008-09-26
- Doubts grow on US financial rescue plan
- WASHINGTON AFP — Doubts emerged Monday about a gargantuan 700-billion-dollar US bailout of the finance system, plunging markets into renewed turmoil, as oil prices surged, the dollar slid and stocks faced fresh pressure. US and European markets fell hard as anxious investors waited on lawmakers to pass the...
- Articles 2008-09-22
- Bush warns of debt rescue 'urgency'
- NEW YORK AFP — US President George W. Bush on Monday warned lawmakers wary of his 700-billion-dollar debt bailout scheme that "failure to act would have broad consequences" for the battered US economy. "Americans are watching to see if Democrats and Republicans, the Congress and the White House,...
- Articles 2008-09-22
- Doubts grow on US financial rescue plan
- WASHINGTON AFP — Doubts emerged Monday about a gargantuan 700-billion-dollar US bailout of the finance system, plunging markets into renewed turmoil, as oil prices surged, the dollar slid and stocks faced fresh pressure. US and European markets fell hard as anxious investors waited on lawmakers to pass the...
- Articles 2008-09-22
- Wells Fargo Adds Stafford as Account Executive in Redwood City Insurance Office
- REDWOOD CITY, Calif. -- Wells Fargo Insurance Services, Inc. has added Clay D.W. Stafford as Account Executive in its ABD Financial Services, Inc. broker / dealer unit. Stafford will be based in Redwood City, Calif. and report to Chris Call, president of ABD Financial Services, Inc. He will be primarily...
- Articles 2008-09-18
- Advisers Pitch Buying Long-Term Care Insurance Early
- Industry Report THE HIGH COST of nurs- ing home stays and home health aide services has financial planners and insurers marketing long-term care insurance to a younger audience. Frank McKinley, a financial planner based in East Hanover, recommends people get a long-term care policy when they're...
- Articles 2008-09-01
- Money Talks. Are Your Children Listening?
- Money Lessons for Life DVD Teaches Young People About Money Times are tough and the rules of the financial game keep changing. Do your children have the money education they will need to survive? Countless families are drowning in credit card debt, losing their homes to...
- Articles 2008-08-25
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