It is usually an uncomfortable situation, to say the least, to settle a divorce amicably, let alone, fairly. That...
Archive for category: Client Profiles
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Financial client profiles
Tips to Free Your Time and Simplify Your Life
Lynn Evans, , Client Profiles, financial planner, free your time, Investment, simplify your life, 1At this busy time of year, we are all pressed above and beyond the norm to get it all...
How to Eliminate the Fear of Retirement
Lynn Evans, , Client Profiles, The New Retirementality, 55 and over communities, fulfilling retirement, money, plan your life in retirement, retirement, volunteer, 0Very few of us Baby Boomers approach retirement with the same definition of our parents’ generation. We are rarely...
Is a 55-and-over Community the Key to Retirement Happiness?
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, 55 and over communities, 55 and over community, bucket list, retirement, social security, 0Why do some people look forward to retirement and others dread it? Since the advent of Social Security, our...
What Does It Take To Be Happy In Retirement?
Lynn Evans, , Client Profiles, Retirement Income Planning, downsizing, Happy Retirement, retirement, 0Being with family over the holidays is always a time to reflect on the lives of those who passed...
Do you have to choose between having children or a comfortable retirement?
Lynn Evans, , Client Profiles, Financial Life Planning, Uncategorized, baby boomer, balanced life, investments, maximize retirement, parent, planning for retirement, work-life balance, 0She 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.
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, assisted living, being a burden to children, financial arrangements, nursing facility, retirement communities, retirment, 0Outliving 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
Lynn Evans, , Client Profiles, Retirement Income Planning, Bipartisan Budget Act of 2015, File and Suspend Strategy, managing money, retirement, social security, 0The passage of the newest Federal Budget is causing some rapid responses by those who might be considering a...
Why You May Need Long Term Care Insurance
Lynn Evans, , Client Profiles, Demenitia, financial advisors, financial independence, insurance companies, long-term care insurance, managing money, NEFCI, senility, 0Recently I read an article written by an insurance agent regarding the loss of long term care insurance by...
Women Physicians Need to Create More Wealth
Lynn Evans, , Client Profiles, 401K, doctors, managing money, mutual funds, personal finance risk, physicians, wealth, women, Women need to understand risk when it comes to personal finance, women physicians, women physicians and money, 0Why is it that women physicians lack the ability to create as much wealth as their male counterparts? Some...
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