Why do some people look forward to retirement and others dread it? Since the advent of Social Security, our...
Tag Archive for: social security
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Social Security “File & Suspend” Strategy Ends in April 2016
Lynn Evans, , Client Profiles, Retirement Income Planning, Bipartisan Budget Act of 2015, File and Suspend Strategy, managing money, retirement, social security, 0The passage of the newest Federal Budget is causing some rapid responses by those who might be considering a...
The Importance of Life Insurance If Your Spouse Dies Post-Retirement
Lynn Evans, , 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, 0I was having a conversation with a co-worker last week in regards to the planning we do for those...
Tips to Boost Your Retirement Savings
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, Uncategorized, Financial Life Planning, managing money, planning for retirement, retirement, social security, when to retire, 0Why Does The Thought of Retirement Hurt So Much? It is the ugly monster we don’t want to deal...
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...
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...
Where’s the Money Coming From?
Lynn Evans, , Investment News, consumerism, financial reality, medicare, Politics, retirement, securities, social security, stock market, student debt, student loans, 0If we send more money to other parts of the world to fight for their freedom, and keep our...
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...
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...
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...
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