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Bishop Financial Advisors talks Stretch IRAs – LIVING WELL Magazine

Stretch IRAs

By Brian Bishop, CFP, CPA, Bishop Financial Advisors, Akron LIVING WELL Magazine
The term “stretch IRA” has become a popular way to refer to an IRA with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death. It’s not a special IRA, and there’s nothing dramatic about this “stretch” language. Any IRA can include stretch provisions, but not all do. […]

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Lee Johnson Capital Management warns "Your Retirement May Last Longer Than You Expect" – LIVING WELL Magazine

How Long Will You Live?
Warning: Your Retirement May Last Longer Than You Expect
Courtesy Lee Johnson Capital Management, CLU, CFP, ChFC, LIVING WELL Magazine
The most important retirement income question is one that no one can answer: How long can you realistically expect to live after you retire? Will that be for 20 years? For 30 or 40? […]

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Hills Bank offers seniors exciting opportunities – LIVING WELL Magazine

You Have a Friend at Hills
Courtesy of Hills Bank, Linn County LIVING WELL Magazine
Travel halfway around the world by yourself? Buy a single ticket to a stage play? Celebrate your birthday alone? Not when you’ve got friends. The Hills Bank Friends Club offers seniors many exciting opportunities to enrich and explore life to its fullest with trips, events, and benefits designed exclusively for customers aged 50 or better. […]

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Barlow Capital Advisors on Income Strategies for Retirement – LIVING WELL Magazine

Income Strategies for Retirement

Courtesy Barlow Capital Advisors, S. Denton LIVING WELL Magazine
Will I have enough money in retirement? It’s a question Americans are asking. The good news is that you may be able to retire with confidence and enough assets — if you get organized. That means thinking about what you want retirement to be, reviewing your current investments and benefits, and taking maximum advantage of some investment vehicles designed to provide retirement income. The key is to set clear retirement goals and pursue the […]

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Hodges Capital Management on Why Contrarian Investing Works – LIVING WELL Magazine

Why Contrarian Investing Works
Eric J. Marshall, CFA, Hodges Capital Management, North Dallas LIVING WELL Magazine (formerly SENIOR Magazine)

Over the long run contrarian investing is effective because it combines fundamental securities analysis with a common sense understanding of behavioral finance. Three basic benefits that can be derived from such an investment strategy: […]