Finance & Planning -

Marta J. Williger, Attorney at Law, discusses six things to consider when writing your will – LIVING WELL Magazine

December 15, 2011 LIVING WELL Magazine Comments Off

Six Things to Consider when Writing Your Will

By Marta J. Williger, Attorney at Law, Akron LIVING WELL Magazine

1. Non-probate Property: Your will only controls property that transfers through the probate court. Non-probate property includes: Property held jointly which passes automatically upon your death to the other owner. Property may be “payable on death” to another person. Insurance proceeds, annuities and IRAs go directly to the named beneficiary. […]

Benchmark Financial on major changes in Medicare annual enrollments – LIVING WELL Magazine

December 2, 2011 LIVING WELL Magazine Comments Off

Major Change in Medicare Annual Enrollments!
By Tucker Thompson, Benchmark Financial, Collin LIVING WELL Magazine
Annual Enrollment Period for Medicare Part C – Advantage Plans [HMOs, PPOs PFFS, SNPs] and Medicare Part D – Prescription Drug Plans is Oct. 15 until Dec. 7, 2011 with coverage beginning Jan. 1, 2012. Do not forget the new deadline to enroll or change is Dec. 7, 2011 for both! […]

TrueNorth talks retirement – LIVING WELL Magazine

December 1, 2011 LIVING WELL Magazine Comments Off

Has Your Retirement Stool Got All 3 Legs?
By Jim McPartland, Sr. Specialist, Personal Financial Planning, TrueNorth, Linn County LIVING WELL Magazine
So, how did it turn out for you, this roller coaster ride we experienced in the financial markets this year? Has it made you wonder about how this could affect your retirement? […]

Strategic Financial Partners talks investing – LIVING WELL Magazine

November 27, 2011 LIVING WELL Magazine Comments Off

Time for a Conversation…With Yourself

By Alexander W. Lippert, Strategic Financial Partners, Colorado Springs LIVING WELL Magazine

We all know the story of the “Great Recession” and how it has changed our lives. Many people lost money. A lot of money. Many of us have seen continued hardship amongst our families and friends and the reasons why are numerous. […]

Business Growth Experience on 10 time-wasting, productivity-stealing, result-robging excuses that make life hard – LIVING WELL Magazine

November 21, 2011 LIVING WELL Magazine Comments Off

10 Time-Wasting, Productivity-Stealing, Result-Robbing Excuses that Make Life Hard

By Ron Finklestein, Business Coach, Akron LIVING WELL Magazine

As a business coach I work with people who could improve their results and productivity by making simple yet powerful changes in their approach to decision making. If you are not achieving your desired results, here are 10 possible reasons why. As you read, think about what you are doing and why you are doing it. […]

Bradley & Riley on the inheritance rights of omitted children – LIVING WELL Magazine

November 20, 2011 LIVING WELL Magazine Comments Off

Inheritance Rights of Omitted Children

By Janice Kerkove, Attorney, Bradley & Riley, Linn County LIVING WELL Magazine
If you sign a last will and testament, that document generally determines whether and to what extent your children will inherit your estate. But what happens if you die without a last will and testament or what happens if your last will and testament is not current and some of your children are omitted […]

Blakemore Meeker and Bowler Co., LPA, on employment in Ohio – LIVING WELL Magazine

November 20, 2011 LIVING WELL Magazine Comments Off

Employment in Ohio

By Michael B. Bowler, Attorney, Blakemore Meeker and Bowler Co., LPA, Akron LIVING WELL Magazine

In these troubled economic times, one large issue in our nation is that of jobs and employment. We, as a nation, are far from full employment. People are losing their jobs, or not being hired for a job in the first place. These individuals are oftentimes interested in knowing their legal rights with respect to their employment situation. […]

Carefree Transitions asks "What truly is a burden?" – LIVING WELL Magazine

November 15, 2011 LIVING WELL Magazine Comments Off

What truly is a burden?
By Judy Rough, Carefree Transitions, LIVING WELL Magazine
Burden is defined as a heavy load; that which is borne with difficulty; obligation. […]

Terry Lockridge & Dunn on reaching your retirement goals – LIVING WELL Magazine

November 8, 2011 LIVING WELL Magazine Comments Off

Reaching Your Retirement Goals

By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine
We rarely hear: “I realize it is a little early to be planning for my retirement…”

Planning usually starts a few years before the big day. It should actually get under way many years earlier. In fact, your first day of work is the best time to begin. […]

The Utter Financial Group on Retirement Goals – LIVING WELL Magazine

November 7, 2011 LIVING WELL Magazine Comments Off

Second Half Goals

Courtesy The Utter Financial Group, Texoma LIVING WELL Magazine
What do you want to accomplish in the second part of your life? It’s becoming more and more common for people to completely change directions, going back to school, training for a marathon, exploring new career options, or starting a business. […]