What is Your Most Important Estate Planning Document?
Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]
Did you know you can purchase real estate investments with your retirement plan? Well, you can!
Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]
Getting Ahead? Or Not? By John J. Checki Jr. CFP® What are the major concerns for investors who have at least $1 million of investable assets, not counting our homes? According to research provided by […]
Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]
Paving the Road to Retirement By Stone Wealth Management, Texoma LIVING WELL Magazine How do you envision your retirement? It’s about more than numbers. It’s also about goals and dreams––in short, what’s important to you? […]
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. […]
Yours, Mine and Ours — A Couple’s Guide to Retirement Planning
Courtesy LPL Financial, Akron LIVING WELL Magazine
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. […]
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. […]
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? […]
Residential Investment Properties
Bank on the ‘KEYS’ to diversifying your investments
Courtesy Resource Bank, Northshore LIVING WELL Magazine
With interest rates for savings and CDs at an all time low, many seniors are looking for ways to enhance their returns and secure wealth. The time for diversification into residential real estate investments may be now! […]
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