By Gary Brancaleone CFP®, CRPC® Financial advisors don’t work for free, but their true value can far exceed the fees they charge when investors select them wisely. An advisor’s experience and expertise may actually help […]
By Len Nowak, CFP, AWMA, CTS The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in […]
By Mike Reed, AIF and Collin C. Grover, CFP “I’ve decided to retire soon, and I need some help.” As financial advisors, we hear this a lot. Most people know that retirement planning involves considering […]
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 […]
Viewing Your Home as Part of Your Retirement Portfolio
Courtesy LPL Financial, Akron LIVING WELL Magazine
Reverse Mortgage: Do Your Homework before Committing
Tapping home equity doesn’t necessarily require relocating. A reverse mortgage may be a solution if you have significant home equity and a desire to stay in your existing home. With a reverse mortgage, you receive a source of income by borrowing against your home’s equity. Payouts are tax free and may be taken as a lump sum, a line of credit, or an annuity-like payment schedule.
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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. […]
Planning for Life
Gail Utter, MBA Financial Advisor, Texoma LIVING WELL Magazine (formerly SENIOR Magazine)
Life doesn’t always turn out exactly as envisioned. Reality sometimes nudges dreams in an unexpected direction. […]
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