Articles
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 […]
Finance & Planning
Articles
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?
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
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 […]
Articles
Protecting Your Children’s Financial Security
Protecting Your Children’s Financial Security By Craig Watson Most people who have worked hard all their lives to accumulate assets generally desire those assets to be left to their children in the most beneficial way. […]
Articles
Updates for 2018 Medicare Part D
Updates for 2018 Medicare Part D By Tucker Thompson, CSA Medicare Part D Pharmacy benefits will change January 1, 2018. The cost of the plan you chose will not be prorated no matter when you […]
Articles
Estate Planning for Your Pet
Estate Planning for Your Pet By John R Becker Several years ago Elizabeth lost her husband to cancer. With her children grown and living out of state, Elizabeth rescued a small dog from the local […]
Articles
Why Do I Need Estate Planning Documents if I Don’t Have An Estate?
Why Do I Need Estate Planning Documents if I Don’t Have An Estate? By Tiffany S Wright – Davidge & Wright, L.P. The title of this article represents one variation of what I often hear […]
Articles
Finishing Strong Financially, or Old Dawg Learns New Tricks?
Finishing Strong Financially, or Old Dawg Learns New Tricks? By John Checki Jr. and J. J. Checki III Years ago, a friend gave me a call to let me know his employer had decided his […]
Articles
Beware: You May Be a Scammer Target
BEWARE … You May Be a Target By Glen McKenzie Sadly, hundreds of crooks are working diligently to steal your hard-earned money. Following are just a few of the common schemes but beware, there are […]