Boomer Market Advisor August 2009
Cover Story
Practice what you preach
A small footprint leads to big success for Judy Seid. Our 2009 Socially Responsible Advisor of the Year says your clients don't have to sacrifice...
Features
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Retirement income reinvented
Boomer clients are desperately seeking return potential from income-generating products -- the sooner the better. We all know annuities can get it done. But where...
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Leave a lasting legacy
Despite the economy, boomers are still in the mood to give, and advisors are using the strategies best suited for the times. Mark Johnson's client had...
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10 Questions for: Sarah Libbey
Sarah Libbey - President of the Fidelity Charitable Gift Fund Boomer Market Advisor: What's the biggest surprise when it comes to the family dynamics of charitable...
Columns
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Meet the needs of boomers who give
Our society's shift in global awareness over the past few years has caused people to step back and reevaluate their needs and desires, and to...
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Thinking through the fixed side
Research suggests that many advisors and investors do not have a clear strategy for allocating and managing the fixed income side of the portfolio. My firm...
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What happens after the free lunch
Investigative wheels sometimes turn slowly, but they do turn. While you've no doubt heard of the increased regulatory scrutiny of so-called free lunch seminars, the...
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The do-it-yourself pension
When baby boomer couples anxiously sit in their financial advisors' offices to find out how much savings they'll need to afford a comfortable retirement, the...
Departments
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Can't avoid the facts
The Pew Research Center - which calls boomers on the threshold of retirement the "Threshold Generation" - reports those age 50 to 64 have been...
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Where's the trust?
According to a recent Harris Poll, 61 percent of boomers say they don't consider insurance companies, investment firms, mortgage companies, Wall Street and credit card...
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Senior population triple
The 65 and older population is projected to triple from 516 million in 2009 to 1.53 billion in 2050, according to Census Bureau projections released...
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Retiring couples can't agree
The economy has not been reason enough to get couples age 45 to 72 on the same page when it comes to retirement. The second...
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Equal rights for equal retirement
Women's activists will now argue the right to equal retirement security, as many boomer women will need to save an additional $1,000 per year than...
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Boomer start-ups to lead economic recovery
So maybe they're up to their necks in debt, but no one's ever labeled boomers undetermined to succeed. Over the past decade or so, the highest...
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Scary trends for boomer women
Is there a pattern? Studies continue to reiterate the need for women in particular to pay attention to their retirement savings. A report - this...
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Retirement income strategy with a solid floor
By John Carter When it comes to retirement income, what's your client's greatest fear? Chances are it's running out of money. Or, more realistically, not having...
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Mandatory IRAs on the way
SmartMoney's Lisa Scherzer points to a proposal tucked into President Obama's financial regulatory reform legislation to get more workers saving for retirement. The plan calls...
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Target date tragedy
Given the shellacking they've recently taken, is it time to let target date retirement vehicles off the hook? That's the question Andrea Coombes asked earlier...
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Rebuild retirement with emerging markets
By Ed Kuczma When most baby boomers think about emerging markets, they think of currency devaluations, corruption, hyperinflation and boom to bust investment cycles. However the...
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10 tips to make charitable giving count
A 2008 study from the Center on Philanthropy at Indiana University found that only 5 percent of high-net-worth individuals consider themselves experts in charitable giving....
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Breaking up is hard to do
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