Women are supposed to be very conservative and very thrifty. That’s the model from our mother’s generation. Accounted for...
Valuing the Client’s Values
Lynn Evans, , Choosing a Financial Planner, Client Profiles, alternative lifestyle, client, clients, discrimination, divorce, financial planner, Financial Planning, LGBT, money, transgendered, 0How do a financial planner’s values affect the decisions they make as an advisor? This past week I presented...
Is Remarrying Worth It For the Boomer Generation?
Lynn Evans, , Client Profiles, Power of the Purse, The New Retirementality, baby boomer, baby boomer women, financial independence, marriage, marriage as a senior, married in retirement, Power of the Purse, remarry, retirement, single in retirement, 0In the past few weeks, I have had conversations with women my age who are caught in a...
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