Finance & Planning

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Barlow Capital Advisors on Income Strategies for Retirement – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine Comments Off on Barlow Capital Advisors on Income Strategies for Retirement – LIVING WELL Magazine

Income Strategies for Retirement

Courtesy Barlow Capital Advisors, S. Denton LIVING WELL Magazine
Will I have enough money in retirement? It’s a question Americans are asking. The good news is that you may be able to retire with confidence and enough assets — if you get organized. That means thinking about what you want retirement to be, reviewing your current investments and benefits, and taking maximum advantage of some investment vehicles designed to provide retirement income. The key is to set clear retirement goals and pursue the […]

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Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

August 3, 2011 LIVING WELL Magazine Comments Off on Brock, Clay, Calhoun & Rogers on Transferring Wealth – LIVING WELL Magazine

TRANSFERRING WEALTH:
NARROW WINDOW, BIG OPPORTUNITY
By Ann Watkins, Attorney at Law, Brock, Clay, Calhoun & Rogers, LLC, North Atlanta LIVING WELL Magazine
Estate tax planning may not be the most stimulating topic of discussion in normal times, but for those of us who plan around estate and gift taxes for a living, recent events have been a veritable roller coaster ride. […]

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Dorsey & Company on Planning for Retirement – LIVING WELL Magazine

July 29, 2011 LIVING WELL Magazine Comments Off on Dorsey & Company on Planning for Retirement – LIVING WELL Magazine

Planning for Retirement … in Stages

Courtesy Dorsey & Company, New Orleans LIVING WELL Magazine
While vacations and national holidays typically provide a break for anyone who would be considered a member of the working public, there is one big break ahead that’s a priority on most everyone’s calendar — retirement. […]

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State Farm on "Are your records organized for an emergency?" – LIVING WELL Magazine

July 10, 2011 LIVING WELL Magazine Comments Off on State Farm on "Are your records organized for an emergency?" – LIVING WELL Magazine

Are your records organized for an emergency?

By C J Ladner, State Farm® Agent, Northshore LIVING WELL Magazine

If you were incapacitated, would anyone be able to find your important records and take care of your family’s financial or business matters? Having important papers organized and accessible in advance can be very important in an emergency or crisis situation. Consider the following for organizing your important records.
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Hodges Capital Management on Why Contrarian Investing Works – LIVING WELL Magazine

June 11, 2011 LIVING WELL Magazine Comments Off on Hodges Capital Management on Why Contrarian Investing Works – LIVING WELL Magazine

Why Contrarian Investing Works
Eric J. Marshall, CFA, Hodges Capital Management, North Dallas LIVING WELL Magazine (formerly SENIOR Magazine)

Over the long run contrarian investing is effective because it combines fundamental securities analysis with a common sense understanding of behavioral finance. Three basic benefits that can be derived from such an investment strategy: […]

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Walters & Hanna Insurance Agency: Can you live on that? – LIVING WELL Magazine

June 1, 2011 LIVING WELL Magazine Comments Off on Walters & Hanna Insurance Agency: Can you live on that? – LIVING WELL Magazine

Can You Live on That?
Tim Walters, CPCU, CIC, Walters & Hanna Insurance Agency, Akron LIVING WELL Magazine (formerly SENIOR Magazine)
Recent studies suggest that about 40% of all people who reach age 65 will spend time in a nursing home before they die. One in four will spend more than a year in a nursing home. […]