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HomeFinance & Planning

Finance & Planning

Articles

Protecting Your Children’s Financial Security

November 20, 2017 LIVING WELL Magazine Comments Off on Protecting Your Children’s Financial Security

Protecting Your Children’s Financial Security By Craig Watson Most people who have worked hard all their lives to accumulate assets generally desire those assets to be left to their children in the most beneficial way. […]

Articles

Updates for 2018 Medicare Part D

November 17, 2017 LIVING WELL Magazine Comments Off on Updates for 2018 Medicare Part D

Updates for 2018 Medicare Part D By Tucker Thompson, CSA Medicare Part D Pharmacy benefits will change January 1, 2018. The cost of the plan you chose will not be prorated no matter when you […]

Articles

Estate Planning for Your Pet

November 6, 2017 LIVING WELL Magazine Comments Off on Estate Planning for Your Pet

Estate Planning for Your Pet By John R Becker Several years ago Elizabeth lost her husband to cancer. With her children grown and living out of state, Elizabeth rescued a small dog from the local […]

Articles

Why Do I Need Estate Planning Documents if I Don’t Have An Estate?

October 20, 2017 LIVING WELL Magazine Comments Off on Why Do I Need Estate Planning Documents if I Don’t Have An Estate?

Why Do I Need Estate Planning Documents if I Don’t Have An Estate? By Tiffany S Wright – Davidge & Wright, L.P. The title of this article represents one variation of what I often hear […]

Articles

Finishing Strong Financially, or Old Dawg Learns New Tricks?

October 9, 2017 LIVING WELL Magazine Comments Off on Finishing Strong Financially, or Old Dawg Learns New Tricks?

  Finishing Strong Financially, or Old Dawg Learns New Tricks? By John Checki Jr. and J. J. Checki III  Years ago, a friend gave me a call to let me know his employer had decided his […]

Articles

Beware: You May Be a Scammer Target

October 6, 2017 LIVING WELL Magazine Comments Off on Beware: You May Be a Scammer Target

BEWARE … You May Be a Target By Glen McKenzie Sadly, hundreds of crooks are working diligently to steal your hard-earned money. Following are just a few of the common schemes but beware, there are […]

Articles

Major Changes Coming for New Medicare Enrollees in 2020

September 18, 2017 LIVING WELL Magazine Comments Off on Major Changes Coming for New Medicare Enrollees in 2020

Major Changes Coming for New Medicare Enrollees in 2020 By Tucker Thompson, CSA Worries abound about the financial health of Medicare. In addition to funding issues, worries exist about doctors no longer accepting Medicare patients […]

Articles

Leu & Peirce: Take The First Step To A World Without Alzheimer’s

September 13, 2017 LIVING WELL Magazine Comments Off on Leu & Peirce: Take The First Step To A World Without Alzheimer’s

Take The First Step To A World Without Alzheimer’s Courtesy Leu & Peirce, PLLC Everyone has a reason to end Alzheimer’s disease. Maybe your mother is one of the five million Americans living with the […]

Articles

Memory Care and the United States Army Air Corps

August 21, 2017 LIVING WELL Magazine Comments Off on Memory Care and the United States Army Air Corps

Memory Care and the United States Army Air Corps By John Checki Jr. and J. J. Checki III Let’s share a personal story. “Our brains are fat and lazy,” said Michael Kitces CFP® at the […]

Articles

Buying A Home In Today’s Economy

August 4, 2017 LIVING WELL Magazine Comments Off on Buying A Home In Today’s Economy

Buying A Home In Today’s Economy By Glen McKenzie The only thing certain about today’s economy is that it is uncertain. While things look relatively stable now, no one can guarantee what the next few […]

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