You know those ratty little voices that constantly tell you when your behavior will have dire consequences and at...
Archive for category: Client Profiles
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Financial client profiles
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...
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. ...
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 Many People Does It Take to Do A Divorce?
Lynn Evans, , Client Profiles, Divorce, divorce, divorce attorney, divorce lawyer, family lawyer, financial advisors, financial rules, managing money, 0More than one would think. The first step is a good divorce attorney, usually called a family law lawyer. ...
Is a Safe or a Stable Retirement Plan The Best Plan?
Lynn Evans, , Client Profiles, Retirement Income Planning, assets, financial independence, financial reality, managing money, maximize retirement, retirement, retirement income, social security, 0Clients often ask us to design an investment platform which is “safe” for the purpose of guaranteeing their income...
Knowledge Is Power
Lynn Evans, , Client Profiles, Money Conversations, divorce, financial reality, money, money ignorance, understanding money, women, 2Several times I have heard women say, “I don’t understand money and I doubt I ever will!” Until they...
Why Women Need More Confidence
Lynn Evans, , Client Profiles, Claire Shipman, Confidence Code, Confident Women, perfection, women, 1I recently listened to an interview on Laura Ingraham’s talk show. At first I was disturbed by the content...
Talking About Money
Lynn Evans, , Client Profiles, Money Conversations, April is Financial Literacy Month, divorce, Financial Literacy, Financial Literacy Month, managing money, money, money conversations, money management skills, talk about money, widows, women, 2I often wonder how many lives would have been changed for the better if mothers talked to their daughters...
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