First Installment Features Three Financial Planning Tips for Women
from Award-Winning Planner with Lincoln Financial Advisors
RADNOR, Pa.–(BUSINESS WIRE)–#NRPW–Lincoln Financial Group (NYSE: LNC) today launched its new video
interview series focused on women and personal finance. The first
installment features three financial planning tips for women from
award-winning financial planner, Elizabeth
Liechty, who is senior partner and founder of Charter Financial
Group, as well as a registered representative of Lincoln Financial
Advisors and board member of Lincoln Financial’s WISE
(Women Inspiring, Supporting, Educating) Group.
of America survey found that 48 percent of women feel comfortable
having conversations about their finances versus 54 percent of their
male counterparts,” said Liechty. “We want to get women engaged in
financial planning and feel empowered in the process so we can help
drive that figure higher. The key is to start a dialogue where we can
educate more women on this important topic, and also enable them to
create a more secure financial future for themselves and their families.”
In the short video interview, Liechty discusses the following tips:
Create a Financial Roadmap. Review your spending and saving
habits to determine where you want to be financially in the future.
How to Choose the Right Financial Advisor. Ask your friends for
recommendations, tap into online resources and do face-to-face
interviews to find someone with whom you are comfortable.
Start Financial Planning Early. Set aside money for retirement
and think about your financial future sooner to help ensure that you
are meeting your financial goals, as well as leaving a legacy to the
Additional financial planning information focused on women is available
on Lincoln Financial’s website at www.lincolnfinancial.com/women.
About the M.O.O.D. of America
Results for the 2015 M.O.O.D. (Measuring Optimism, Outlook and
Direction) of America poll are based on a national survey conducted by
Whitman Insight Strategies (WINS) on behalf of Lincoln Financial Group
from March 31 to April 9, 2015 among 2,273 adults 18 years of age and
older across the United States. The sample was weighted to reflect the
proportion of adults 18 years of age or older by gender, age, region,
race and Hispanic ethnicity based on data from the U.S. Census Bureau.
The margin of error is ±1.9% at the 95% confidence interval for the
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower
Americans to take charge of their financial lives with confidence and
optimism. Today, more than 17 million customers trust our retirement,
insurance and wealth protection expertise to help address their
lifestyle, savings and income goals, as well as to guard against
long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln
Financial Group is the marketing name for Lincoln National Corporation
(NYSE:LNC) and its affiliates. The company had $219 billion in assets
under management as of December 31, 2015. Learn more at: www.LincolnFinancial.com.
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