I was having a conversation with a co-worker last week in regards to the planning we do for those...
Tips to Boost Your Retirement Savings
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, Uncategorized, Financial Life Planning, managing money, planning for retirement, retirement, social security, when to retire, 0Why Does The Thought of Retirement Hurt So Much? It is the ugly monster we don’t want to deal...
Women Are Better Investors
Lynn Evans, , Client Profiles, Money Conversations, 401K, Beardstown Ladies Investment Club, dividends, Fidelity Magellan Fund, Investment, Investment Club, Peter Lynch, 0Women 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...
Afraid of Becoming a Bag Lady?
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, 401K, Additional INcome, baby boomer, baby boomer women, Bag Lady, fear of being alone, money, retirement, webinar, work part-time, 0The number one fear of most middle aged and retired women is NOT being a bag lady, but being...
What Kind of Life Will You Live in Retirement?
Lynn Evans, , Choosing a Financial Planner, Financial Life Planning, Retirement Income Planning, The New Retirementality, best time to retire, Financial Life Planning, financial reality, fulfilling retirement, maximize retirement, planning for retirement, retirement, 0Most people think retirement planning has to do with having enough money to continue their current lifestyle through to...
When to take Social Security Benefits
Lynn Evans, , Financial Life Planning, Retirement Income Planning, The New Retirementality, 401K, annuities, assets, life insurance, pensions, personal investment accounts, personal investments, retirement, social security, TIAA-CREF, 0One of the most common questions I am asked in retirement planning, is “When do I start to take...
The Shift in Medicine
Lynn Evans, , Client Profiles, AMWA, debt, female medical students, medical school debt, non-traditional female avenues, senior women physicians, specialty medicine, what influences female medical students decisions, 0I recently returned from the AMWA Centennial Conference in Chicago with women physicians. Many of the senior women were those...
Factoring Accurate Health Care Costs Into Your Retirement Plan
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, age 65, Health Care Costs, living expenses, long-term care insurance, Medical Costs, medicare, monthly premiums, retirement, Retirement Planning, 0When looking at your readiness for retirement, don’t forget to consider the increased costs of health care. Most of...
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