Why do wives leave their husband’s financial planner when they are widowed? Maybe because he never paid any attention to...
Archive for category: Client Profiles
Financial client profiles
The time is running out to make the decision to retire or not yet. And you have all your...
I was having a conversation with a co-worker last week in regards to the planning we do for those...
Why Does The Thought of Retirement Hurt So Much? It is the ugly monster we don’t want to deal...
Women are supposed to be very conservative and very thrifty. That’s the model from our mother’s generation. Accounted for...
How do a financial planner’s values affect the decisions they make as an advisor? This past week I presented...
In the past few weeks, I have had conversations with women my age who are caught in a...
The number one fear of most middle aged and retired women is NOT being a bag lady, but being...
I recently returned from the AMWA Centennial Conference in Chicago with women physicians. Many of the senior women were those...
When looking at your readiness for retirement, don’t forget to consider the increased costs of health care. Most of...
