First Installment Features Three Financial Planning Tips for Women from Award-Winning Planner with Lincoln Financial Advisors
14 April 2016

RADNOR, Pa.--(BUSINESS WIRE)--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.

“Our M.O.O.D 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:

  1. Create a Financial Roadmap. Review your spending and saving habits to determine where you want to be financially in the future.
  2. 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.
  3. 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 next generation.

Additional financial planning information focused on women is available on Lincoln Financial’s website at

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 entire sample.

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: Find us on Facebook, Twitter, LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at




Lincoln Financial Group
Holly Fair
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