Talking to a friend the other day, he reminded me that so many people in the business of retirement...
Why Do I Need an Emergency Fund?
Lynn Evans, , Financial Life Planning, emergency fund, home line of credit, peace of mind, principal, 0Life happens. And then you need a big chunk of money to pay a dental bill, a car repair...
Good News for Same Sex Married Couples
Lynn Evans, , Client Profiles, civil union, Defense of Marriage Act, DOMA, IRS, same sex marriage, social security, tax refunds, taxes, 0So far we’ve been hearing about the less-than complimentary responses to those who are trying to get married and...
What Can You Teach Your Daughter About Money?
Lynn Evans, , Client Profiles, Money Conversations, daughters, managing money, money, Money Circles, money conversations, money ignorance, mothers, women, 0Research tells us we have formed our habits and values around money by the time we are 12 years...
Women in Leadership
Lynn Evans, , Investment News, Barclays, Hillary Clinton, On State Newspaper, Sandy Barbour, women, Women in Leadership, 1I recently read an article about this year’s list of Barclay’s Women in Leadership Total Return Index and wondered...
Where’s the Money Coming From?
Lynn Evans, , Investment News, consumerism, financial reality, medicare, Politics, retirement, securities, social security, stock market, student debt, student loans, 0If we send more money to other parts of the world to fight for their freedom, and keep our...
How to Redefine Your Identity When You Retire
Lynn Evans, , Client Profiles, The New Retirementality, aging, fulfilling retirement, redefine yourself, redefining your career, retirement, Third Life Stage, 0I was talking to a client recently about the fears she had with taking that big step to retirement. ...
When Should We Be Worried About the Stock Market Boom?
Lynn Evans, , Investment News, Money Conversations, asset allocation, bull market, interest rates, investment risk profile, low interest rates, stock market, 0Many people are getting worried about the new record highs in the stock market. As I write this, the...
Will You Work for a Few Years Longer or Retire with Less?
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, best time to retire, death, Financial Life Planning, money conversations, retirement, social security, 0Recently a friend on Facebook posted some reflections on the death of a relatively young friend. He reminded himself...
How Long Should I Keep My Life Insurance?
Lynn Evans, , Financial Life Planning, Retirement Income Planning, life insurance, life insurance cash value, life insurance premiums, retirement, 0We often see clients who are certain when they come in to see us they can eliminate one very...
Archives
- December 2017
- November 2017
- October 2017
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- September 2013
- August 2013
- July 2013
- June 2012