Bill Broich

3 days ago | idahobusinessreview.com | Marc Lutz |Bill Broich

Key HighlightsChoose beneficiaries to avoid probate and delays. Insurance policies allow primary and contingent designations. Bank accounts can use POD or TOD for easy transfer. Retirement plans may require spousal consent for changes. This information may help you decide who will inherit your insurance policies, bank accounts and retirement plans. A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die.

2 weeks ago | idahobusinessreview.com | Marc Lutz |Bill Broich

Key HighlightsBalance training helps reduce fall risk and improve safety for retireesExercises like Tai Chi, yoga, and water aerobics enhance stabilityImproved balance supports mobility, independence, and confidenceBalance work boosts strength, posture, and long-term health outcomes It might seem silly, why would I write about balance in a financial column? Simple: Recently, I had a serious operation and recovering has been difficult. Keeping my balance was a core reason for recovering.

1 month ago | idahobusinessreview.com | Bill Broich |Marc Lutz

Retirement marks a significant transition in life, offering a unique opportunity to explore new avenues and discover a renewed sense of purpose. While leaving the workforce can initially seem daunting or uncertain, many retirees find this phase of life to be incredibly fulfilling by identifying and pursuing meaningful activities that bring joy, satisfaction and a sense of purpose. One common approach to finding purpose in retirement is by exploring long-held passions and interests.