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Finance & Planning

Articles

The Winds of Financial Change

May 9, 2018 LIVING WELL Magazine Comments Off on The Winds of Financial Change

The winds of financial change blew strong in America during 2007 and 2008 as our economy experienced its most severe decline since the Great Depression, brought on by something as simple and beneficial as home […]

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Articles

How to Avoid Becoming the Victim of “Trust Mills”

April 11, 2018 LIVING WELL Magazine Comments Off on How to Avoid Becoming the Victim of “Trust Mills”

By John R. Becker I recently received a series of postcards inviting me to an “Elder Law Update”. They strongly suggested that I needed to have a living trust. In addition to the seminar, I […]

Articles

Paying for Long-Term Care: Know your Options

March 23, 2018 LIVING WELL Magazine Comments Off on Paying for Long-Term Care: Know your Options

Paying for Long-Term Care: Know your Options By Leu & Peirce, PLLC One of the greatest myths surrounding planning for long-term care is that Medicare will cover all of our health care needs as we […]

Articles

The Special Needs Trust: How to Leave an Inheritance to a Disabled Child

March 5, 2018 LIVING WELL Magazine Comments Off on The Special Needs Trust: How to Leave an Inheritance to a Disabled Child

How to Leave an Inheritance to a Disabled Child – The Special Needs Trust If you are the parent or grandparent of a developmentally disabled child or young adult, you have several special estate planning […]

Articles

Planning To Avert Family Disharmony

February 23, 2018 LIVING WELL Magazine Comments Off on Planning To Avert Family Disharmony

Planning To Avert Family Disharmony Your kids fought over who would sit in the front seat of the car. Do you really think they’re going to agree about dividing your estate? Not likely as every […]

Articles

Fast Facts about Reverse Mortgages

January 22, 2018 LIVING WELL Magazine Comments Off on Fast Facts about Reverse Mortgages

22 Fast Facts about Reverse Mortgages Many seniors share similar ideals; work hard, provide for the family, retire with the resources to meet basic needs and leave a legacy to their family, often in the […]

Articles

Getting Ahead? Or Not?

January 10, 2018 LIVING WELL Magazine Comments Off on Getting Ahead? Or Not?

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 […]

Articles

Successful Retirement – Dealing with Retirement Risks

January 8, 2018 LIVING WELL Magazine Comments Off on Successful Retirement – Dealing with Retirement Risks

Successful Retirement – Dealing with Retirement Risks By  John Dombroski, Grand Canyon Planning Associates Retirement has always been a tough undertaking. But in today’s tumultuous economy, it sometimes seems like an impossible task. There’s no […]

Articles

Can You help Me? I’m A Widower?

December 4, 2017 LIVING WELL Magazine Comments Off on Can You help Me? I’m A Widower?

Can You help Me? I’m A Widower? By John Checki Jr. CFP® March 1999. It was just after spring break and my wife was on the road to see our kids and grandchildren. I was […]

Articles

Don’t Bet Your Retirement On An 8% Return

November 22, 2017 LIVING WELL Magazine Comments Off on Don’t Bet Your Retirement On An 8% Return

Don’t Bet Your Retirement On An 8% Return By Glen McKenzie  In investing, time in the market is crucial. If past growth rates continue, the time you leave your savings alone actually matters more than […]

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