Finance & Planning

No Picture
Articles

TrueNorth Companies talks "Do you have enough for retirement?" – LIVING WELL Magazine

August 10, 2011 LIVING WELL Magazine Comments Off on TrueNorth Companies talks "Do you have enough for retirement?" – LIVING WELL Magazine

Do You Have Enough for Retirement?

By Dave VerWoert, Executive Vice President, Employee Benefits, TrueNorth Companies, Linn County LIVING WELL Magazine

A recent story in the “Milwaukee Journal Sentinel” (5/21, Boulton) reported, “Women who retired last year will need an average of $93,000 in savings to pay for healthcare expenses in retirement,” and men will need an average of $65,000, according to an estimate by the Employee Benefit Research Institute. […]

No Picture
Articles

Coldwell Banker Residential Brokerage talks downsizing to a home where you can remain independent – LIVING WELL Magazine

August 5, 2011 LIVING WELL Magazine Comments Off on Coldwell Banker Residential Brokerage talks downsizing to a home where you can remain independent – LIVING WELL Magazine

Downsizing to a Home Where You Can Remain Independent

By Lane Tharp, Coldwell Banker Residential Brokerage, North Atlanta LIVING WELL Magazine

Once a large home and yard no longer meet your needs, you may start to consider downsizing. There are now many options for active adults to select a home and lifestyle to allow an independent life for many years. In considering a downsizing move, it is a good idea to take a look at various options. […]

No Picture
Articles

Herb White on an Inherited IRA – LIVING WELL Magazine

August 4, 2011 LIVING WELL Magazine Comments Off on Herb White on an Inherited IRA – LIVING WELL Magazine

AN INHERITED IRA: Here are some things to consider
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster.
[…]

No Picture
Articles

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 […]

No Picture
Articles

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. […]

No Picture
Articles

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. […]