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. […]
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. […]
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. […]
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. […]
Take the Edge off Estate Planning
Jim Audet, LIVING WELL Magazine
I recently read that there are three common reasons that discourage meeting with an attorney to discuss your estate plan. First, it forces us to think about our own death. […]
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.
[…]
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 […]
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