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IRA DATES & MILESTONES TO REMEMBER

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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Naming your estate representatives – considerations and pitfalls

NAMING YOUR ESTATE REPRESENTATIVES –CONSIDERATIONS AND PITFALLS

Courtesy Bradley & Riley PC, Linn County LIVING WELL Magazine

The estate planning process involves creating documents for management of your financial assets (both during your lifetime and following your death) and creating documents authorizing healthcare decisions while you are alive, but incapacitated. […]

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Hills Bank Trust and Wealth Management Group asks "Who's managing the risks in your retirement?" – LIVING WELL Magazine

WHO’S MANAGING THE RISKS IN YOUR RETIREMENT?

By Jeff Ritchie, Trust Officer, Hills Bank Trust and Wealth Management Group, Linn County LIVING WELL Magazine
Are you thinking about retiring? Perhaps you are already there. Either way, it is important for you to consider the various risks that can impact your retirement portfolio. By understanding the risks, you can take affirmative steps to ensure your retirement stays on track. […]

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The Utter Financial Group on Retirement Goals – LIVING WELL Magazine

Second Half Goals

Courtesy The Utter Financial Group, Texoma LIVING WELL Magazine
What do you want to accomplish in the second part of your life? It’s becoming more and more common for people to completely change directions, going back to school, training for a marathon, exploring new career options, or starting a business. […]

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LPL Financial: A Couple's Guide to Retirement Planning – LIVING WELL Magazine

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. […]

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Dee Siegferth, president of The Milestone Center, talks retirement planning – LIVING WELL Magazine

Planning a Perfect Vacation vs. Planning for a “Worry-Free Retirement”

By Dee Siegferth, Akron LIVING WELL Magazine
Most people spend more time planning the perfect summer vacation than making a plan for a “worry free retirement plan.” It is a fact that anyone can retire rich even if they make $25,000 or $200,000 a year. […]