Most people think retirement planning has to do with having enough money to continue their current lifestyle through to...
Tag Archive for: retirement
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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...
Doctors in Bankruptcy
Lynn Evans, , Client Profiles, bankruptcy, business of medicine, doctors, doctors in bankruptcy, physicians, retirement, 0Yeah, it happens. Most people can’t imagine the “wealthy doctors” being in a situation where they need to declare...
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...
The Value of Time
Lynn Evans, , Client Profiles, Financial Life Planning, finances, Financial Life Planning, managing money, money lady, peace of mind, retirement, time, 0I was reading some posts on Facebook, a sponsored link, about an app that helps us manage our time...
How to Get Rid of that Scary Feeling in Retirement
Lynn Evans, , Client Profiles, The New Retirementality, daily routine, employment, planning for retirement, retirement, 0When faced with the reality of impending retirement, most Baby Boomers would rather sit in a dentist’s chair than...
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