The Powerful Positive Financial Impact Of Delaying Retirement

By Eve Kaplan, CFP® Practitioner New data show the powerful positive financial impact of delaying retirement by even just a few months. Postponing retirement even by a month – for some – can equal or exceed the positive impact of saving more each year for 10 years while working. This is great news especially for […]

Womens’ Special Financial Planning Needs That Advisors Overlook

by Eve Kaplan, CFP(R) Professional Womens’ special financial planning needs that advisors may overlook in two ways: 1) advisors don’t always acknowledge the different planning needs women have and 2) advisors don’t always communicate well with female clients – especially if the client comes to a meeting with her husband. It’s very common for a […]

The Stakes are Even Higher When Planning for Women. Here’s What You Can Do.

By Eve Kaplan, CFP® Are you a single woman (widowed, divorced or never married)? If so, your financial planning needs are greater than the average couple or single man. Why? You will live longer than the average man but you typically have less money to do so. In other words, you have “longevity risk.”  What […]

Women Live Longer Than Men, Have Less Saved for Retirement

by Eve Kaplan, CFP(R) Practitioner “Men are from Mars, Women are from Venus” is alive and well in the financial world. Data continue to underscore differences between the sexes when it comes to financial matters. While both men and women face a retirement funding crisis in this country, I will dwell on specific planning issues […]

Retirement Spoiler: When Things Don’t Go As Planned

Have you  heard the Yiddish proverb: “Man plans, and God laughs”?  Some best-laid plans can unravel quickly – especially for something as critical as retirement planning. What do you do next? Consider these 2 conflicting headlines in the financial press that say it all when it comes to retirement planning:  “Working Longer Greatly Improves Retirement […]