Consider these four ideas for managing your investment objectives in the year ahead. Courtesy Dobbs Wealth Management Hold the Right Amount of Cash“The pandemic showed us the importance of an emergency savings account––I call it […]
Courtesy of Dobbs Wealth Management Group of Wells Fargo Advisors Occasionally, life throws a surprise at us. A job lay-off. A divorce. An illness or injury. These occurrences can impact you financially. But you don’t […]
Confessions of a Rich… By John J. Checki Jr. CFP® Boomers used to be the largest generation in United States history that time has passed, and that’s okay with me. We are older, and if […]
Getting Ahead? Or Not? By John J. Checki Jr. CFP® What are the major concerns for investors who have at least $1 million of investable assets, not counting our homes? According to research provided by […]
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 individual retirement accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your life and the lives of your children and grandchildren. […]
WHO’S MANAGING THE RISKS IN YOUR RETIREMENT?
By Jeff Ritchie, Trust Officer, Hills Bank Trust and Wealth Management Group, Linn County LIVING WELL Magazine
Are you thinking about retiring? Perhaps you are already there. Either way, it is important for you to consider the various risks that can impact your retirement portfolio. By understanding the risks, you can take affirmative steps to ensure your retirement stays on track. […]
What You Need to Know About Beneficiary Designations
Courtesy Dorsey & Company, Inc., New Orleans LIVING WELL Magazine
When you think about estate planning, the first thing that may come to mind is your will or living trust. However, while these are valuable documents, they do not have any effect on the distribution of many of your important assets. […]
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