Estate and Tax Planning: Approaches & Opportunities in 2012 By Allison E. Evans, Becker & House, Scottsdale LIVING WELL Magazine As we continue to move forward in 2012, there are a number ...
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Gulf Coast Bank Explains Reverse Mortgage Benefits Courtesy Gulf Coast Bank, New Orleans LIVING WELL Magazine In 2011, as the first group of baby boomers reached age 65, the older populati...
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Claiming your Social Security Benefits. The right time for the right situation. By Joanna L. Johnston and Richard N. Greene, CPAs, Salt Lake City LIVING WELL Magazine Many working American...
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Smart Strategies to Reduce Debt and Save More By Herb White, MBA, CFP, Herb White, MBA, CFP, a Certified Financial Planner, East Denver LIVING WELL Magazine Sitting down to work up a pl...
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Managing Your Investment Expectations By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine It’s tax time. This is an excellent...
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What Does Financial Security Mean To You? By Sharla J. Jessop, CFP®, Rodney A. Walker, CFP®, Mikal B. Aune, MBA, Salt Lake City LIVING WELL Magazine Financial security means something ...
Read More ›THINKING TAXES ON VACATION? WHY NOT? By Greg Kollmeyer, Kollmeyer & Company, LLC., Greater Springfield LIVING WELL Magazine Spring fever is coming, and it’s hard not to start thinking ...
Read More ›Stretch Out Your IRA Courtesy Dan and R. Brennan Barlow, Barlow Capital Advisors, Denton LIVING WELL Magazine After years of saving, you’ve accumulated significant wealth in your individ...
Read More ›TAX EFFICIENCY IN RETIREMENT How much attention do you pay to this factor? By Herb White, CFP, MBA, Life Certain Wealth Strategies, East Denver LIVING WELL Magazine Could you end up p...
Read More ›Viewing Your Home as Part of Your Retirement Portfolio Courtesy LPL Financial, Akron LIVING WELL Magazine Reverse Mortgage: Do Your Homework before Committing Tapping home equity do...
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