Author Archives: dsadmin

Financial Planning and Retirement Planning for Women Physicians

Retirement planning for women physicians is really not a prevalent topic in the financial planning world, but it should be. As per the last edition of the AMA Insurance Report on U.S. Physicians’ Financial Preparedness: Women Physicians Segment, it appears the number one concern among women physicians is their readiness for retirement. For...

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The Truth About Annuities

The truth about annuities is a complicated one, but we’re here to help you understand when to use them and when not to use them. From a February 2015 article in Financial Planning Magazine: Eight-four percent of adults polled in a new TIAA-CREF survey want a guaranteed income stream in retirement...

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How to Cope with Money Worries

In the last five years, I have seen more women than ever seeking financial advice. And that’s good news. We’re starting to take responsibility for our financial security. However, there are still millions (really) of women who are scared, frustrated, conflicted, and in denial about the state of their money. Most...

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Retirement and Divorce: What Happens Next?

You may ask yourself after both a retirement and divorce, what the heck happens next? We’re here to help. When most of us married folks plan for retirement we assume we will remain a “we.” And then the unexpected happens: your spouse wants a divorce. Just when you thought you...

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Financial Planning for Retirement

This is a quick guide for financial retirement planning, complete with plenty of tips and tricks to give you a headstart on your retirement! Several years ago on a website for financial advisors, two authors, Betty Meredith and Kevin Seibert wrote a very detailed article on the “process of retirement...

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Why Do Women Buy for Different Reasons than Men?

If you read and listen to the latest marketing strategies, it would appear there is a significant difference between men and women shopping habits. As one of the latter, I must agree. We do care about the benefits for us AND the effects that buying decision will have on others....

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Widow Financial Advice: Why Widows Need to Be “Interested”

Too many times I see couples who are initially “not interested” in having the wife involved in the financial planning process. She has relied on her husband to handle the finances and they see no good reason to change that. This becomes problematic should something tragic happen and the wife...

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