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Articles

LPL Financial: A Couple's Guide to Retirement Planning – LIVING WELL Magazine

Yours, Mine and Ours — A Couple’s Guide to Retirement Planning

Courtesy LPL Financial, Akron LIVING WELL Magazine

While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. […]

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Diane LaPlace of Keller Williams Real Estate talks location, location, location – LIVING WELL Magazine

THE BEST TIME TO BUY IS NOW!

By Diane LaPlace, Keller Williams Real Estate, Northshore LIVING WELL Magazine
Location, location, location. In the latter half of 2011 that adage should come back into vogue. But first, more declines. […]

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Pinnacle Mortgage talks reverse mortgages – LIVING WELL Magazine

Get the Facts to Determine if A Reverse Mortgage is Right for You

By Carl Benefield, Pinnacle Mortgage, New Orleans LIVING WELL Magazine

Have you considered doing a reverse mortgage? Or, are you among the many seniors that have seen them advertised on television, but don’t know enough about them to make a decision. […]

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Dee Siegferth, president of The Milestone Center, talks retirement planning – LIVING WELL Magazine

Planning a Perfect Vacation vs. Planning for a “Worry-Free Retirement”

By Dee Siegferth, Akron LIVING WELL Magazine
Most people spend more time planning the perfect summer vacation than making a plan for a “worry free retirement plan.” It is a fact that anyone can retire rich even if they make $25,000 or $200,000 a year. […]

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Strategic Financial Partners on minimizing interest rate risk in retirement income portfolios – LIVING WELL Magazine

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. […]

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Walters and Hanna Insurance Agency talks how to avoid common insurance mistakes – LIVING WELL Magazine

Common Insurance Mistakes We All Make

Courtesy Walters and Hanna Insurance Agency, Akron LIVING WELL Magazine
We all know we need insurance but it’s not usually at the top of our priority list. Insurance is a valuable tool used to protect our families from unforeseen events that can severely damage financial futures, but it does not often get much of our attention. […]

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The Ward Law Firm, L.L.C., on America: The Land of Opportunity – LIVING WELL Magazine

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. […]

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Douglas G. Goldberg, Esq., on retirement plans – LIVING WELL Magazine

Who Should be the Beneficiary of my Retirement Plan?

Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
Clients ask this question every day. And every day I have the same answer…
It depends. It depends on whether you want the beneficiary to have more control over the assets or the assets to be better protected from the beneficiary’s creditors, a lawsuit, or a failed marriage. […]