Retirement - - Page 4

Getting your stock portfolio back on track

July 11, 2012 LIVING WELL Magazine Comments Off

Getting Back on Track
Courtesy ANB Bank, Colorado Springs LIVING WELL Magazine
After experiencing a year in which the S&P 500 had its smallest change in value in history, stock investors were determined to start off 2012 in a positive manner, and boy did they succeed. The S&P 500 had its best first quarter since 1998, returning 12.58%. The S&P 500 closed the quarter at 1,408.47, which is within 10% of its all time high of 1,576 achieved in October of 2007. […]

Redefining our identity after we retire – Sandra W. Haymon, Ph.D., LIVING WELL Magazine

May 2, 2012 LIVING WELL Magazine Comments Off

Redefining Our Identity After We Retire

By Sandra W. Haymon, Ph.D., Johnson County LIVING WELL Magazine
How often, when we ask people who they are do they respond by telling us where they work or what kind of work they do? For example, “My name’s Jane. I teach fifth grade at Miller Middle School.” Or “My name’s Jack. I’m an artist.” Where we work, and the type of work we do, not only identifies who we are, but it also identifies our place in society. When individuals are no longer the teacher, the receptionist, the doctor, the attorney, or the nurse, many are at a loss as to who they are or how they fit into their communities or into society in general. […]

Managing your investment expectations – Terry Lockridge & Dunn, LIVING WELL Magazine

April 18, 2012 LIVING WELL Magazine Comments Off

Managing Your Investment Expectations
By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine

It’s tax time. This is an excellent opportunity to see just how well your investments performed last year. It is also a great time to think about your taxes. In both of these areas, planning is everything! […]

What older people know that we don't – ParkGate Retirement Community, LIVING WELL Magazine

March 29, 2012 LIVING WELL Magazine Comments Off

What Older People Know That We Don’t

Navigating the trials of life and aging in the world of the older generation
By Chris Smith, Parkgate, North Dallas LIVING WELL Magazine
America is on the verge of losing yet another natural resource. In about 10 years, three-fourths of America’s oldest generation will be gone. They will take with them lessons learned about living throug […]

Life Certain Wealth Strategies on tax efficiency in retirement – LIVING WELL Magazine

January 27, 2012 LIVING WELL Magazine Comments Off

TAX EFFICIENCY IN RETIREMENT

How much attention do you pay to this factor?

By Herb White, CFP, MBA, Life Certain Wealth Strategies, East Denver LIVING WELL Magazine
Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income […]

Accessible Home Health on how to lose weight – LIVING WELL Magazine

January 14, 2012 LIVING WELL Magazine Comments Off

Diet and Exercise – The Key to Weight Loss
By Rokeya Sultana, Accessible Home Health, Collin LIVING WELL Magazine
A combination of diet and exercise can help obese seniors lose weight and stay fit much better than either diet or exercise alone. This had not been proven previously in people over 65 years of age. […]

Craig Watson on what happens if you don't have a power of attorney – LIVING WELL Magazine

January 2, 2012 LIVING WELL Magazine Comments Off

What Happens if You Don’t Have a Power of Attorney?
By Craig Watson, Texoma LIVING WELL Magazine
My spring 2011 article, which appeared in this column, extolled the benefits of a durable power of attorney (POA). Every estate plan should include a POA. […]

Resource Bank on Baby Boomer Finances – LIVING WELL Magazine

December 16, 2011 LIVING WELL Magazine Comments Off

Congratulations, you made it!

Boomers Reach Retirement

Courtesy Resource Bank, Northshore LIVING WELL Magazine

Everyone has heard of the Baby Boomers. But do you know who they really are? The U.S. Census Bureau defines this group as those born between 1946 and 1964. […]

Bradley & Riley on the inheritance rights of omitted children – LIVING WELL Magazine

November 20, 2011 LIVING WELL Magazine Comments Off

Inheritance Rights of Omitted Children

By Janice Kerkove, Attorney, Bradley & Riley, Linn County LIVING WELL Magazine
If you sign a last will and testament, that document generally determines whether and to what extent your children will inherit your estate. But what happens if you die without a last will and testament or what happens if your last will and testament is not current and some of your children are omitted […]

The Utter Financial Group on Retirement Goals – LIVING WELL Magazine

November 7, 2011 LIVING WELL Magazine Comments Off

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. […]