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Table of Contents
March 2010
The 2010 boomer retirement survey
How are baby boomers coping in a number of areas key to financial independence and a fulfilling retirement? Where have they cut back? How does their confidence rate for the future? Most importantly, how can financial advisors best help them?...
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Features
Feature
Rehab for the 401(k)
Tactics to help your clients nurse their 401(k) plans back to health...
Columns
IRA and Income Planning
Work with boomer retirees that want to be helped
Today’s investors are more knowledgeable, but it comes as a result of the information overload thrust in their faces each and every day....
The Tech Edge
Get social in your retirement planning
Social networking—interacting with others in an online community—has and will continue to have a significant impact on our society as a whole....
Annuities
What color is your retirement zone?
Occasionally people come along who not only know their business, but can share what they know through clear writing and speaking....
Departments
Editor's Letter
And the survey says…
With a nod to Richard Dawson (one of the most lovable drunks to come out of Hollywood), we present this year’s Boomer Lifestyle Survey....
Forward Motion
Americans confident with 401(k) system
Despite justifiable anger with Washington and Wall Street, Americans like what they’ve got in their 401(k)....
Yeah, but will Washington default?
With the deficit tally at $1.7 trillion for 2010, it’s not such a crazy question....
Broker/Dealer Playbook
Eight steps to a better online retirement presence
Log onto Google, type in “financial advisor” then your city and state, hit enter and look at the first page of the search engine results....
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Boomer Stat of the Week
Boomers spend on average
12.9 hours
(non-business) per week online.
ChangeWave Research
Most Read Articles
Gunning for Bunning
The 2010 boomer retirement survey
CFP Board seeks comment on proposed revisions to its disciplinary rules and procedures
Whole life’s new lease
Rehab for the 401(k)
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