A recent study by Medscape showed us the sad facts: women physicians in general medicine as well as those...
Archive for category: Choosing a Financial Planner
Questions? (570) 498-1635 [email protected]
How to choose a financial planner
Financial Planning Advice for Wives and Widows
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Financial Life Planning, Widow, best financial planners, financial advisors, Financial Life Planning, financial planner, managing money, money decisions, widow, women, 0Why do wives leave their husband’s financial planner when they are widowed? Maybe because he never paid any attention to...
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...
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...
Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services’ hefty Transamerica variable annuity fees
Lynn Evans, , 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, 0Originally 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?
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Financial Life Planning, asset management, bull market, diversified portfolio, financial planner, Financial Planning, managing money, portfolio, 0As we enter the New Year, after a spectacular run last year and the year before, the inevitable “can...
No Time to Deal With It?
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Financial Life Planning, financial advisors, managing money, money lady, women, 0The most common complaint I hear from accomplished women when it comes to their miserable relationship with money is,...
What Marketing Message Do Financial Planners Give to Women?
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Uncategorized, best financial planners, Financial Planners for Women, Marketing to Women, women, 2If you went to a website and saw a woman staring back at you, without the usual “Firm” picture,...
Ladies, Let’s Talk About Money
Lynn Evans, , Choosing a Financial Planner, Client Profiles, Financial Life Planning, Money Conversations, Retirement Income Planning, financial education, financial independence, managing money, Money Circles, money conversations, money ignorance, women, 0Despite the prestigious academic degrees, the breadth of life experiences, and the promotions to the C-Suite, women are still...
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