baby boomer finances

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The Ward Law Firm on the Importance of Planning for the Golden Years

June 17, 2012 LIVING WELL Magazine Comments Off on The Ward Law Firm on the Importance of Planning for the Golden Years

Set Your Plan in Motion

By: Ronald Ward, Jr., Northshore LIVING WELL Magazine

Planning can be an enjoyable activity. When planning a trip, we often read books, magazines, and internet articles about our destination. Where will we stay? What will we eat? How will we get there? How long will we stay? Admittedly, retirement planning is less enjoyable for most people than planning a trip to Europe. Even so, this planning should bring you peace of mind. By eliminating the unknown and embracing a plan, our human nature finds comfort in moving toward our goal if we have an estate plan. […]

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Smart strategies to reduce debt and save more

April 25, 2012 LIVING WELL Magazine Comments Off on Smart strategies to reduce debt and save more

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 plan to reduce your debts can seem as much fun as a trip to the dentist. But the rewards are worth it in the end. Reducing debt means peace of mind without the nagging burden over your head. In many cases, it also means that you can turn a corner in your life and be able to plan ahead to achieve financial goals rather than always being in catch-up mode. […]

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Strategic Financial Partners talks investing – LIVING WELL Magazine

November 27, 2011 LIVING WELL Magazine Comments Off on Strategic Financial Partners talks investing – LIVING WELL Magazine

Time for a Conversation…With Yourself

By Alexander W. Lippert, Strategic Financial Partners, Colorado Springs LIVING WELL Magazine

We all know the story of the “Great Recession” and how it has changed our lives. Many people lost money. A lot of money. Many of us have seen continued hardship amongst our families and friends and the reasons why are numerous. […]

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

October 29, 2011 LIVING WELL Magazine Comments Off on 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

October 16, 2011 LIVING WELL Magazine Comments Off on 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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Pinnacle Mortgage talks reverse mortgages – LIVING WELL Magazine

September 13, 2011 LIVING WELL Magazine Comments Off on 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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Herb White on an Inherited IRA – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine Comments Off on Herb White on an Inherited IRA – LIVING WELL Magazine

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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Barlow Capital Advisors on Income Strategies for Retirement – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine Comments Off on Barlow Capital Advisors on Income Strategies for Retirement – LIVING WELL Magazine

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 […]