No Picture
Articles

Bradley & Riley PC on Avoiding Probate – LIVING WELL Magazine

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. […]

No Picture
Articles

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. […]

No Picture
Articles

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? […]

No Picture
Articles

Chayet & Danzo, LLC., on Legacy Planning – LIVING WELL Magazine

Legacy Planning – Does your checking account make you who you are?
By Frank J. Danzo III and Marco D. Chayet, Chayet & Danzo, LLC., East Denver LIVING WELL Magazine

A will is crucial for ensuring your wishes are respected, but there’s another tool to consider. A legacy plan puts the focus not only on money and assets, but also on your values, morals, traditions and accomplishments. […]

No Picture
Articles

ANB Bank talks equity – LIVING WELL Magazine

Equity – A shaky start to the year – I think not!

By Chauncey J. Busacker, CFA, VP/Portfolio Manager, ANB Bank, Colorado Springs LIVING WELL Magazine
The first quarter of 2011 was certainly not the calm start many people were hoping for. Social unrest swept through the Middle East escalating to Civil War in Libya. […]

No Picture
Articles

Roxanne Sisneros, Ruhl & Ruhl Realtors, on Right-sizing your Home – LIVING WELL Magazine

Right-sizing your home
Courtesy Roxanne Sisneros, SRES, Ruhl & Ruhl Realtors, Linn County LIVING WELL Magazine
Aging baby boomers want to feel connected. As many of you decide to downsize the size of your current home, your search begins for a new one. However, it’s more than just your living quarters that makes you want to buy. […]

No Picture
Articles

Resource Bank talks residential investment properties – LIVING WELL Magazine

Residential Investment Properties

Bank on the ‘KEYS’ to diversifying your investments
Courtesy Resource Bank, Northshore LIVING WELL Magazine

With interest rates for savings and CDs at an all time low, many seniors are looking for ways to enhance their returns and secure wealth. The time for diversification into residential real estate investments may be now! […]

No Picture
Articles

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. […]