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

By Kevin W. Pinkley AIFA®, CDFA™, CIMA®

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.

• Language: English
• Publisher: Lulu Publishing Services
• Release date: Mar 9, 2016
• ISBN: 9781483445557