By John J. Checki Jr., CPA, CFP®, CRC® and J.J. Checki III A client asked, “We have worked hard. We had and educated our kids, and are enjoying our grandchildren. Heck, we have been saving […]
By Nicole C. Milici Many men believe they need a Financial Advisor to outperform the market. Many women believe their man is making the best financial decisions for them, while not considering consulting a Financial […]
Investing Strategies for an Evolving Market
Courtesy Dan and R. Brennan Barlow, Denton LIVING WELL Magazine
From the collapse of the technology bubble in the early 2000s to the subprime lending meltdown that started in 2008, the markets have been anything but predictable. Case in point: The political fight over U.S. debt policies in 2011 roiled the markets and led to an unprecedented downgrade of the nation’s credit. […]
Keeping Your Money Safe…it is important
Courtesy DATCU Credit Union, Denton LIVING WELL Magazine
While there have been glimmers of hope in the economy, there continues to be concern over the stability of some financial institutions and a questionable economic outlook. We’ve all been inundated with media stories and articles about our nation’s debt, unemployment, higher taxes, and increasing healthcare costs. It’s a very scary time for many folks. […]
A Simple Way to Transfer Wealth
Courtesy Dan and R. Brennan Barlow, Denton County LIVING WELL Magazine
Thanks to the 2010 tax-relief legislation, the rules for estate planning are very favorable in 2012. This two-year window of opportunity provides the incentive to act now. […]
IRA DATES & MILESTONES TO REMEMBER
These are the dates (and deadlines) too often forgotten.
By Herb White, CFP, MBA, East Denver LIVING WELL Magazine
IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher.
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