Planning for When: A Woman’s Guide to Financial Planning

Business & Finance
Cover of the book Planning for When: A Woman’s Guide to Financial Planning by Kevin W. Pinkley AIFA®, CDFA™, CIMA®, Lulu Publishing Services
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Author: Kevin W. Pinkley AIFA®, CDFA™, CIMA® ISBN: 9781483445557
Publisher: Lulu Publishing Services Publication: March 9, 2016
Imprint: Lulu Publishing Services Language: English
Author: Kevin W. Pinkley AIFA®, CDFA™, CIMA®
ISBN: 9781483445557
Publisher: Lulu Publishing Services
Publication: March 9, 2016
Imprint: Lulu Publishing Services
Language: English

It doesn’t matter if they are married, divorced or single: Women tend to put others first. It could be the result of a maternal gene or simply a natural disposition to view others as more important, but it’s an instinct that makes it more difficult to achieve financial security and independence. Kevin W. Pinkley, a longtime financial advisor, walks women through the steps they need to take in seeking to build and preserve wealth. Learn how to: plan for a retirement with the goal of providing a lifestyle that meets your needs; provide for a loved one in the event of death; minimize the financial impact of divorce or the death or disability of a spouse; and engage in difficult conversations with your spouse about money. Many women shrug off questions about money by saying that their spouses are smart and must have a well thought out plan that will meet their needs. But being smart is different than being wise, and women need to take charge of the future by Planning for When.

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It doesn’t matter if they are married, divorced or single: Women tend to put others first. It could be the result of a maternal gene or simply a natural disposition to view others as more important, but it’s an instinct that makes it more difficult to achieve financial security and independence. Kevin W. Pinkley, a longtime financial advisor, walks women through the steps they need to take in seeking to build and preserve wealth. Learn how to: plan for a retirement with the goal of providing a lifestyle that meets your needs; provide for a loved one in the event of death; minimize the financial impact of divorce or the death or disability of a spouse; and engage in difficult conversations with your spouse about money. Many women shrug off questions about money by saying that their spouses are smart and must have a well thought out plan that will meet their needs. But being smart is different than being wise, and women need to take charge of the future by Planning for When.

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