Minimizing interest rate risk in retirement income portfolios
Courtesy Strategic Financial Partners, Colorado Springs LIVING WELL Magazine
Fixed income investments such as bonds often hold a prominent place in the portfolios of investors looking for retirement income. […]
AMERICA: THE LAND OF OPPORTUNITY
By Ronald Ward, Jr., The Ward Law Firm, L.L.C., Northshore LIVING WELL Magazine
As the temperatures rise and summer comes upon us, I look forward to one of my favorite holidays of the year – the Fourth of July. When the flags are flying and we are sharing our collective pride in our country, I am also reminded that our freedom and sense of order differentiate us from most other countries around the world. […]
Thoughts from an Estate Planning Attorney
By John R. Becker, Esq., Becker & House PLLC, Scottsdale LIVING WELL Magazine
An all-too-common mistake I have seen in my years of practice is the failure to have a well-written Last Will and Testament in place before death. […]
AVOIDING PROBATE –
THE CURE CAN SOMETIMES BE WORSE THAN THE DISEASE
Courtesy Bradley & Riley PC, Linn County LIVING WELL Magazine
The internet provides multiple articles on the horrors of probate and supplies various “do-it-yourself” techniques for avoiding probate. Many of these techniques have unintended consequences resulting in bigger problems than the probate proceeding itself. […]
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. […]
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? […]
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. […]
Helping to Protect Your Retirement Nest Egg against Unforeseen Risks
By Sammie Gatti, North Dallas LIVING WELL Magazine
When many people think about risk, they think about investments. What will the market do? Will my investments survive the ebbs and flows of the economy? […]
AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
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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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