Archive for month: January, 2015

Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services’ hefty Transamerica variable annuity fees

Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services’ hefty Transamerica variable annuity fees

Lynn Evans, January 30, 2015, Choosing a Financial Planner, Client Profiles, Retirement Income Planning, annuity, CCO Investment Services, Christine Young, citizens bank, Citizens Financial Group, fee-only financial advisors, IRA, Lynn Evans, National Association of Personal Financial Advisers, Northeastern Financial Consultants, retirement, systematic withdrawal, Timesleader.com, transamerica, variable annuity, 0

Originally posted January 10, 2015 by Christine Young, Consumer Watchdog in the Times Leader Three years ago, Barbara Dymond, then 72,...

Is the Bull Market Out of Steam?

Is the Bull Market Out of Steam?

Lynn Evans, January 13, 2015, Choosing a Financial Planner, Client Profiles, Financial Life Planning, asset management, bull market, diversified portfolio, financial planner, Financial Planning, managing money, portfolio, 0

As we enter the New Year, after a spectacular run last year and the year before, the inevitable “can...

Why I Became a Certified Financial Planner

Why I Became a Certified Financial Planner

Lynn Evans, January 13, 2015, Client Profiles, Money Conversations, Power of the Purse, amazon.com, certified financial planner, cfp, finance education, financial conversations, Power of the Purse, 0

I am sure there are those who wonder why I ever got into this business. What is it that...

What Comes Before the Baby Boomer Generation?

What Comes Before the Baby Boomer Generation?

Lynn Evans, January 9, 2015, Client Profiles, Financial Life Planning, Power of the Purse, baby boomer, baby boomers, Financial Life Planning, managing money, Power of the Purse, The Laurie and Lynn Show, WILK News Radio, women, 0

Recently during a regularly scheduled evening call with my mother, we got into discussing my book, Power of the...

How Did We Do Over The Holidays?

How Did We Do Over The Holidays?

Lynn Evans, January 5, 2015, Money Conversations, budget, Christmas Club, Credit Cards, gifts, 0

So now the credit card statements are coming in and the surprises show up. What is that charge for?...

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