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Finance & Planning

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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Protecting Your Children’s Financial Security

November 20, 2017 LIVING WELL Magazine Comments Off on 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. […]

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Updates for 2018 Medicare Part D

November 17, 2017 LIVING WELL Magazine Comments Off on 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 […]

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Estate Planning for Your Pet

November 6, 2017 LIVING WELL Magazine Comments Off on 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 […]

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Why Do I Need Estate Planning Documents if I Don’t Have An Estate?

October 20, 2017 LIVING WELL Magazine Comments Off on 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?

October 9, 2017 LIVING WELL Magazine Comments Off on 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

October 6, 2017 LIVING WELL Magazine Comments Off on 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 […]

Articles

Major Changes Coming for New Medicare Enrollees in 2020

September 18, 2017 LIVING WELL Magazine Comments Off on Major Changes Coming for New Medicare Enrollees in 2020

Major Changes Coming for New Medicare Enrollees in 2020 By Tucker Thompson, CSA Worries abound about the financial health of Medicare. In addition to funding issues, worries exist about doctors no longer accepting Medicare patients […]

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