The Retiree

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  94% of Pension Plans Underfunded: Wilshire

  By John Sullivan, AdvisorOne  |  April 11, 2013

  A low-interest-rate environment is wreaking havoc with corporate defined benefit plans.

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  Boomer Retirement Expectations Are Grim: IRI

  By Danielle Andrus, AdvisorOne  |  April 9, 2013

  Boomers’ retirement confidence continues to slip, the Insured Retirement Institute said in a report released Monday.

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  How to Spring Into the Retirement Plan Space

  By Ric Lager  |  April 8, 2013

  With a few key prospecting steps, advisors can position themselves for growth with corporate and individual clients

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  Fidelity Measures Advisors’ Impact Through Financial Crisis

  By Danielle Andrus, AdvisorOne  |  April 5, 2013

  Fidelity found that those who used an advisor felt more prepared both before and after the crisis, and were more likely to say the economy has improved.

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  Price Forecasts in the Media: a Lousy Way to Invest

  By Joyce Hanson, AdvisorOne  |  April 1, 2013

  “I often hear advisors say their clients are contrarian indicators,” Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.

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  Best and Worst States for Savings Accounts

  By John Sullivan, AdvisorOne  |  March 29, 2013

  Surprisingly, states with high unemployment and dire fiscal situations fared well.

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  Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want

  By Joyce Hanson, AdvisorOne  |  March 28, 2013

  The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.

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  Even Affluent Women Fear Becoming ‘Bag Ladies’

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Fears of degenerating to the point of a destitute bag lady might elicit a smirk, but a new study from Allianz Life makes clear it’s nothing to laugh about.

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  When to Begin Social Security? Even Advisors Aren’t Sure

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Here's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.