Archive for month: November, 2015

Do you have to choose between having children or a comfortable retirement?

Do you have to choose between having children or a comfortable retirement?

Lynn Evans, November 25, 2015, Client Profiles, Financial Life Planning, Uncategorized, baby boomer, balanced life, investments, maximize retirement, parent, planning for retirement, work-life balance, 0

She chose not to have children and defended it as a conscious decision. She passed up two marriage proposals...

Don’t Want to Be a Burden to your Children? Start Planning Now.

Don’t Want to Be a Burden to your Children? Start Planning Now.

Lynn Evans, November 20, 2015, Client Profiles, Financial Life Planning, Retirement Income Planning, assisted living, being a burden to children, financial arrangements, nursing facility, retirement communities, retirment, 0

Outliving your money? Bingo. Having to move to a skilled nursing facility? Bingo. Losing my freedom by turning in...

Social Security “File & Suspend” Strategy Ends in April 2016

Social Security “File & Suspend” Strategy Ends in April 2016

Lynn Evans, November 12, 2015, Client Profiles, Retirement Income Planning, Bipartisan Budget Act of 2015, File and Suspend Strategy, managing money, retirement, social security, 0

The passage of the newest Federal Budget is causing some rapid responses by those who might be considering a...

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