retirement planning -

Hospice of the Western Reserve on planning for the inevitable – LIVING WELL Magazine

January 11, 2012 LIVING WELL Magazine Comments Off

PLANNING FOR THE INEVITABLE
Start young, before you’re “ready”

By Hospice of the Western Reserve, Akron LIVING WELL Magazine
Ashley, a vibrant, active 37-year-old lawyer, mother of three young children and part-time Pilates instructor has a to-do list longer than her combined client case load. When she learned that her next-door neighbor, a mother of four children who palled around with her kids, had terminal cancer, her mind went in many directions. […]

Lori A. Leu & Associates talks elder law – LIVING WELL Magazine

January 7, 2012 LIVING WELL Magazine Comments Off

What is Elder Law?
By Lori A. Leu, Collin and North Dallas LIVING WELL Magazines
So often people will say that they did not know they needed an attorney who practices elder law, or even that such an area of the law exists. Elder law is not a new type of law, but it is a relatively new way to bring several areas of the law together to benefit a particular group of people – older adults. […]

Marta J. Williger, Attorney at Law, discusses six things to consider when writing your will – LIVING WELL Magazine

December 15, 2011 LIVING WELL Magazine Comments Off

Six Things to Consider when Writing Your Will

By Marta J. Williger, Attorney at Law, Akron LIVING WELL Magazine

1. Non-probate Property: Your will only controls property that transfers through the probate court. Non-probate property includes: Property held jointly which passes automatically upon your death to the other owner. Property may be “payable on death” to another person. Insurance proceeds, annuities and IRAs go directly to the named beneficiary. […]

Benchmark Financial on major changes in Medicare annual enrollments – LIVING WELL Magazine

December 2, 2011 LIVING WELL Magazine Comments Off

Major Change in Medicare Annual Enrollments!
By Tucker Thompson, Benchmark Financial, Collin LIVING WELL Magazine
Annual Enrollment Period for Medicare Part C – Advantage Plans [HMOs, PPOs PFFS, SNPs] and Medicare Part D – Prescription Drug Plans is Oct. 15 until Dec. 7, 2011 with coverage beginning Jan. 1, 2012. Do not forget the new deadline to enroll or change is Dec. 7, 2011 for both! […]

TrueNorth talks retirement – LIVING WELL Magazine

December 1, 2011 LIVING WELL Magazine Comments Off

Has Your Retirement Stool Got All 3 Legs?
By Jim McPartland, Sr. Specialist, Personal Financial Planning, TrueNorth, Linn County LIVING WELL Magazine
So, how did it turn out for you, this roller coaster ride we experienced in the financial markets this year? Has it made you wonder about how this could affect your retirement? […]

Strategic Financial Partners talks investing – LIVING WELL Magazine

November 27, 2011 LIVING WELL Magazine Comments Off

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. […]

Armor Financial Group on successful retirement – LIVING WELL Magazine

October 17, 2011 LIVING WELL Magazine Comments Off

Successful Retirement

Jeff Christian, CFP,CRPC,ChFEBC, Armor Financial Group, Northshore LIVING WELL Magazine
Effective retirement planning involves examining, determining, and educating yourself about what you want your life to really be like in retirement. […]

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

September 15, 2011 LIVING WELL Magazine Comments Off

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. […]

The Ward Law Firm, L.L.C., on America: The Land of Opportunity – LIVING WELL Magazine

August 31, 2011 LIVING WELL Magazine Comments Off

AMERICA: THE LAND OF OPPORTUNITY

By Ronald Ward, Jr., The Ward Law Firm, L.L.C., Northshore LIVING WELL Magazine

As the temperatures rise and summer comes upon us, I look forward to one of my favorite holidays of the year – the Fourth of July. When the flags are flying and we are sharing our collective pride in our country, I am also reminded that our freedom and sense of order differentiate us from most other countries around the world. […]

Accessible Home Health Care on Long-Term Care–LIVING WELL Magazine

August 5, 2011 LIVING WELL Magazine Comments Off

Americans Worry About The Need For Long-Term Care, But Fail To Prepare

Rokeya Sultana, Accessible Home Health Care, Collin County Living Well Magazine

As retirement savings have taken a serious hit in the last few years, the cost of long-term care services has continued to rise, causing many Americans to doubt their ability to pay for the services they may need in the future. Prudential’s recent study, “Long-Term Care Insurance: A Piece of the Retirement & Estate Planning Puzzle,” finds 71% of those surveyed are concerned about the possibility of needing extended care service. […]