We often see clients who are certain when they come in to see us they can eliminate one very...
How Many People Does It Take to Do A Divorce?
Lynn Evans, , Client Profiles, Divorce, divorce, divorce attorney, divorce lawyer, family lawyer, financial advisors, financial rules, managing money, 0More than one would think. The first step is a good divorce attorney, usually called a family law lawyer. ...
Is a Safe or a Stable Retirement Plan The Best Plan?
Lynn Evans, , Client Profiles, Retirement Income Planning, assets, financial independence, financial reality, managing money, maximize retirement, retirement, retirement income, social security, 0Clients often ask us to design an investment platform which is “safe” for the purpose of guaranteeing their income...
What Kind of Life Do I Want in Retirement?
Lynn Evans, , Retirement Income Planning, The New Retirementality, best time to retire, fulfilling retirement, maximize retirement, retirement, Third Life Stage, 1We often hear of retirement as an economic event – how much do I need to pay the bills...
Knowledge Is Power
Lynn Evans, , Client Profiles, Money Conversations, divorce, financial reality, money, money ignorance, understanding money, women, 2Several times I have heard women say, “I don’t understand money and I doubt I ever will!” Until they...
Why Women Need More Confidence
Lynn Evans, , Client Profiles, Claire Shipman, Confidence Code, Confident Women, perfection, women, 1I recently listened to an interview on Laura Ingraham’s talk show. At first I was disturbed by the content...
Talking About Money
Lynn Evans, , Client Profiles, Money Conversations, April is Financial Literacy Month, divorce, Financial Literacy, Financial Literacy Month, managing money, money, money conversations, money management skills, talk about money, widows, women, 2I often wonder how many lives would have been changed for the better if mothers talked to their daughters...
What Marketing Message Do Financial Planners Give to Women?
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Uncategorized, best financial planners, Financial Planners for Women, Marketing to Women, women, 2If you went to a website and saw a woman staring back at you, without the usual “Firm” picture,...
Single Women and Retirement
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, assisted living, Bank Trust Department, financial obligations, managing money, POA, Power of Attorney, retirement, women, 0Let’s not forget the women who are childless when they retire! Most all assumptions put women as widows at...
Ladies, Let’s Talk About Money
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Financial Life Planning, Money Conversations, Retirement Income Planning, financial education, financial independence, managing money, Money Circles, money conversations, money ignorance, women, 0Despite the prestigious academic degrees, the breadth of life experiences, and the promotions to the C-Suite, women are still...
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