Most people think retirement planning has to do with having enough money to continue their current lifestyle through to...
Archive for category: Retirement Income Planning
Questions? (570) 498-1635 [email protected]
Retirement Income Planning
When to take Social Security Benefits
Lynn Evans, , Financial Life Planning, Retirement Income Planning, The New Retirementality, 401K, annuities, assets, life insurance, pensions, personal investment accounts, personal investments, retirement, social security, TIAA-CREF, 0One of the most common questions I am asked in retirement planning, is “When do I start to take...
Factoring Accurate Health Care Costs Into Your Retirement Plan
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, age 65, Health Care Costs, living expenses, long-term care insurance, Medical Costs, medicare, monthly premiums, retirement, Retirement Planning, 0When looking at your readiness for retirement, don’t forget to consider the increased costs of health care. Most of...
Helping Doctors Manage Their Money
Lynn Evans, , Client Profiles, Retirement Income Planning, AMWA, AMWA Centennial Conference, AMWA Senior Breakfast, baby boomer, doctors, doctors managing money, financial planner, retirement, women, 0Julie is a 55 year-old surgeon who has been divorced twice and never getting married again. Or so she...
Retirement and Living the Good Life
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, annuities, baby boomer, financial advisors, fulfilling retirement, life insurance, retirement, Retirement and Living the Good Life, 0It seems more attention is being paid by the larger insurance and annuity companies to express concern over what...
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,...
Guessing About Your Retirement
Lynn Evans, , Retirement Income Planning, 4013b, 401K, assets, defined benefit, defined contribution, financial advisors, planning for retirement, retirement, 0There are many commercials on TV recently about the importance of determining what your “number” is and if your...
Are You Reluctant to Talk About Death & Money?
Lynn Evans, , Financial Life Planning, Retirement Income Planning, Widow, assets, death, financial advisors, Financial Life Planning, insurance, life insurance, managing money, 0September being National Insurance Awareness Month raises some often-ignored but important conversations. Nobody likes to talk about their own...
Is Your Retirement Planning Just About The Money?
Lynn Evans, , Financial Life Planning, Retirement Income Planning, Financial Life Planning, fulfilling retirement, planning for retirement, retirement, 0Talking to a friend the other day, he reminded me that so many people in the business of 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...
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