We often see clients who are certain when they come in to see us they can eliminate one very...
Archive for category: Retirement Income Planning
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Retirement Income Planning
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...
What Kind of Life Do I Want in Retirement?
Lynn Evans, , Retirement Income Planning, The New Retirementality, best time to retire, fulfilling retirement, maximize retirement, retirement, Third Life Stage, 1We often hear of retirement as an economic event – how much do I need to pay the bills...
Single Women and Retirement
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, assisted living, Bank Trust Department, financial obligations, managing money, POA, Power of Attorney, retirement, women, 0Let’s not forget the women who are childless when they retire! Most all assumptions put women as widows at...
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...
What’s the Secret to Baby Boomer Retirement Worries?
Lynn Evans, , Client Profiles, Retirement Income Planning, The New Retirementality, assets, fee only financial planners, financial advisors, managing money, retirement, 0If we knew the day we would die, planning for never outliving your money would be really easy. But...
What Do I Do When I Retire?
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, 3The part about how much money will I need and will it sustain my lifestyle indefinitely is really the...
Once I retire, will I run out of money?
Lynn Evans, , Financial Life Planning, Investment News, Retirement Income Planning, best time to retire, maximize retirement, retirement, social security, when to retire, 0Do you fear you will run out of money before you die? Most of us do. When we were...
My House vs. My Freedom
Lynn Evans, , Financial Life Planning, Retirement Income Planning, The New Retirementality, assets, divorce, financial planner, financial reality, house, living expense worksheet, retirement, 0Sometimes in life there are things which are more important than money. Yes, I, the financial planner, just wrote that!...
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