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Looking Towards 2012 for Opportunities

Looking Towards 2012 for Opportunities
Courtesy Landmark Bank, Texoma LIVING WELL Magazine
As we’re settling into 2012, let’s recap what we experienced in 2011. Growth in the U.S. was disappointing in 2011. The consensus among economists surveyed by the Philadelphia Federal Reserve in early 2011 was that real Gross Domestic Product (GDP), which measures the output of the economy, would grow by 3.2%. Instead, the economy expanded at a disappointing annualized rate of just 1.2% in the first three quarters of 2011. […]

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LPL Financial on viewing your home as part of your retirement portfolio – LIVING WELL Magazine

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 doesn’t necessarily require relocating. A reverse mortgage may be a solution if you have significant home equity and a desire to stay in your existing home. With a reverse mortgage, you receive a source of income by borrowing against your home’s equity. Payouts are tax free and may be taken as a lump sum, a line of credit, or an annuity-like payment schedule.
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Dorsey & Company, Inc., on how to deal with multiple 401(k) plans – LIVING WELL Magazine

What Do You Do With Multiple 401(k) Plans?
Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
So far, life has been good to you. The career and family are thriving and your quest for a financially secure retirement has been going strong for decades. […]

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The Utter Financial Group on Retirement Goals – LIVING WELL Magazine

Second Half Goals

Courtesy The Utter Financial Group, Texoma LIVING WELL Magazine
What do you want to accomplish in the second part of your life? It’s becoming more and more common for people to completely change directions, going back to school, training for a marathon, exploring new career options, or starting a business. […]

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Becker & House on using retirement benefits in your estate plan – LIVING WELL Magazine

USING RETIREMENT BENEFITS IN YOUR ESTATE PLAN
By Allison E. Evans, Esq., Becker & House, Scottsdale LIVING WELL Magazine
Most individuals today understand the critical importance of saving for retirement. We were lectured about it by our parents, we stress it to our children, and we discuss it with our employers and financial advisors. […]

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Income strategies for retirement –– Courtesy of Barlow Capital Advisors, LIVING WELL Magazine

Income Strategies for Retirement
Courtesy Barlow Capital Advisors, 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. […]

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Watch out for fake check scams – North Dallas Bank and Trust Co., LIVING WELL Magazine

Watch Out For Fake Check Scams!

By Gregory E. Niemeyer, North Dallas LIVING WELL Magazine

There’s a new scam making the rounds – and this one involves fake checks. It’s hard to believe here in the age of online banking, but this one has been pretty successful and can end up costing you thousands of dollars. […]