Posts Tagged Shelley Giordano
By Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning The press has widely publicized that about 70% of women flat-out fire their advisors once divorced or widowed. Here are some reasons they give for being dissatisfied with their advisors. I hardly knew him. He mainly spoke to my […]
Read more →By Shelley Giordano, MA, Enterprise Integration Mutual of Omaha Mortgage, Founder Academy Home Equity Financial Planning Dr. Wade Pfau, CFA, RICP notes that there are three significant threats in retirement: longevity, market volatility, and spending shocks. In this article, we are exploring how the housing asset can be utilized to counter these threats. What Share […]
Read more →By Shelley Giordano, Chair of the Funding Longevity Task Force Editor’s Note: Below is an adaptation of the live webinar delivered by Shelley Giordano in 2016. Her comments have been edited for clarity and length. You can read the summary article below as part of the 3rd Qtr 2016 Retirement InSight and Trends Newsletter. You […]
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