Tag Archive for: IRA

The Importance of Life Insurance If Your Spouse Dies Post-Retirement

The Importance of Life Insurance If Your Spouse Dies Post-Retirement

Lynn Evans, August 4, 2015, Client Profiles, Financial Life Planning, Retirement Income Planning, Widow, 401K, death of a spouse, financial reality, IRA, life insurance, managing money, mortgage, nursing home costs, retirement, social security, social security income, 0

I was having a conversation with a co-worker last week in regards to the planning we do for those...

Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services’ hefty Transamerica variable annuity fees

Consumer Watchdog: Forty Fort retiree stunned by CCO Investment Services’ hefty Transamerica variable annuity fees

Lynn Evans, January 30, 2015, 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, 0

Originally posted January 10, 2015 by Christine Young, Consumer Watchdog in the Times Leader Three years ago, Barbara Dymond, then 72,...

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