Wealth -

News Ticker

[ February 11, 2019 ] Sleep Apnea and the Torture of the CPAP Articles
[ September 11, 2025 ] Charles Toulson, MD, MBA: Founder of the SURRE Knee–A New Era in Knee Replacement Articles
[ September 11, 2025 ] Alicia Keys: Rewriting the Rules Celebrities
[ September 3, 2025 ] Gathering Around the Table: A Place Once Set for Us Articles
[ July 14, 2025 ] The Joy Dividend: Investing in Experiences Over Stuff Articles
[ July 14, 2025 ] The Wrinkle in Time: Laughing Our Way Through Aging Articles

Six Concerns of the Affluent?

February 27, 2017 LIVING WELL Magazine Comments Off

By John J. Checki Jr. and John J. (J. J.) Checki III Hope your day is going well and we are both filled with passion and purpose. After many years of experience and research, I […]

The Roth IRA as a College Savings Tool

February 3, 2017 LIVING WELL Magazine Comments Off

By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]