Planning a Perfect Vacation vs. Planning for a “Worry-Free Retirement”
By Dee Siegferth, Akron LIVING WELL Magazine
Most people spend more time planning the perfect summer vacation than making a plan for a “worry free retirement plan.” It is a fact that anyone can retire rich even if they make $25,000 or $200,000 a year. […]
Minimizing interest rate risk in retirement income portfolios
Courtesy Strategic Financial Partners, Colorado Springs LIVING WELL Magazine
Fixed income investments such as bonds often hold a prominent place in the portfolios of investors looking for retirement income. […]
Common Insurance Mistakes We All Make
Courtesy Walters and Hanna Insurance Agency, Akron LIVING WELL Magazine
We all know we need insurance but it’s not usually at the top of our priority list. Insurance is a valuable tool used to protect our families from unforeseen events that can severely damage financial futures, but it does not often get much of our attention. […]
AMERICA: THE LAND OF OPPORTUNITY
By Ronald Ward, Jr., The Ward Law Firm, L.L.C., Northshore LIVING WELL Magazine
As the temperatures rise and summer comes upon us, I look forward to one of my favorite holidays of the year – the Fourth of July. When the flags are flying and we are sharing our collective pride in our country, I am also reminded that our freedom and sense of order differentiate us from most other countries around the world. […]
Thoughts from an Estate Planning Attorney
By John R. Becker, Esq., Becker & House PLLC, Scottsdale LIVING WELL Magazine
An all-too-common mistake I have seen in my years of practice is the failure to have a well-written Last Will and Testament in place before death. […]
Who Should be the Beneficiary of my Retirement Plan?
Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
Clients ask this question every day. And every day I have the same answer…
It depends. It depends on whether you want the beneficiary to have more control over the assets or the assets to be better protected from the beneficiary’s creditors, a lawsuit, or a failed marriage. […]
AVOIDING PROBATE –
THE CURE CAN SOMETIMES BE WORSE THAN THE DISEASE
Courtesy Bradley & Riley PC, Linn County LIVING WELL Magazine
The internet provides multiple articles on the horrors of probate and supplies various “do-it-yourself” techniques for avoiding probate. Many of these techniques have unintended consequences resulting in bigger problems than the probate proceeding itself. […]
Stretch IRAs
By Brian Bishop, CFP, CPA, Bishop Financial Advisors, Akron LIVING WELL Magazine
The term “stretch IRA” has become a popular way to refer to an IRA with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death. It’s not a special IRA, and there’s nothing dramatic about this “stretch” language. Any IRA can include stretch provisions, but not all do. […]
How Long Will You Live?
Warning: Your Retirement May Last Longer Than You Expect
Courtesy Lee Johnson Capital Management, CLU, CFP, ChFC, LIVING WELL Magazine
The most important retirement income question is one that no one can answer: How long can you realistically expect to live after you retire? Will that be for 20 years? For 30 or 40? […]
Legacy Planning – Does your checking account make you who you are?
By Frank J. Danzo III and Marco D. Chayet, Chayet & Danzo, LLC., East Denver LIVING WELL Magazine
A will is crucial for ensuring your wishes are respected, but there’s another tool to consider. A legacy plan puts the focus not only on money and assets, but also on your values, morals, traditions and accomplishments. […]
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