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Some Retirement Income Issues for Women

Posted by Larry Jones on Mar 20, 2018 9:30:00 AM

Why Women are Special:

James Brown sang "This is a man's world. But it wouldn't be nothing without a woman or a girl." It's debatable whether it's still a man's world in 2016, however, when it comes to financial planning for the fairer sex, there can be some unique challenges. In my parent's day planners were accustomed to formulating financial plans primarily for families. Divorce and cohabitation was much less common. But today, nearly every situation is unique, and any planner that doesn't take the 21st century into account may be missing things.

There are a number of financial issues that are unique to the X chromosome dominant person.

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Topics: Financial Planning for Women

Retirement Income Issues for Women

Posted by Larry Jones on Mar 23, 2017 9:30:00 AM

Why Women are Special:

James Brown sang "This is a man's world. But it wouldn't be nothing without a woman or a girl." It's debatable whether it's still a man's world in 2016, however, when it comes to financial planning for the fairer sex, there can be some unique challenges. In my parent's day planners were accustomed to formulating financial plans primarily for families. Divorce and cohabitation was much less common. But today, nearly every situation is unique, and any planner that doesn't take the 21st century into account may be missing things.

There are a number of financial issues that are unique to the X chromosome dominant person.

Read More

Topics: Financial Planning for Women

Retirement Income:Issues for Women

Posted by Larry Jones on Mar 24, 2016 5:30:00 PM

Why Women are Special:

James Brown sang "This is a man's world. But it wouldn't be nothing without a woman or a girl." It's debatable whether it's still a man's world in 2016, however, when it comes to financial planning for the fairer sex, there can be some unique challenges. In my parent's day planners were accustomed to formulating financial plans primarily for families. Divorce and cohabitation was much less common. But today, nearly every situation is unique, and any planner that doesn't take the 21st century into account may be missing things.

There are a number of financial issues that are unique to the X chromosome dominant person.

Read More

Topics: Financial Planning for Women

What you don't know can hurt you!

As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.

Are you:

  • concerned that your tax bill is too high?
  • tired of watching your nest egg decline by significant amounts every 5-7 years?
  • wishing you could find more free time?
  • looking for ways to help protect yourself against litigation that could destroy all you have worked for?
  • worried that Uncle Sam is going to enjoy your retirement more than you are?

If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.

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p.s. we have the ability to meet virtually regardless of your location! Give us a shout!

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