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HomeFinance & Planning

Finance & Planning

Articles

5 Reasons a Woman Needs to Consult a Financial Advisor

March 16, 2016 LIVING WELL Magazine Comments Off on 5 Reasons a Woman Needs to Consult a Financial Advisor

By Nicole C. Milici Many men believe they need a Financial Advisor to outperform the market. Many women believe their man is making the best financial decisions for them, while not considering consulting a Financial […]

Articles

Anatomical Gifts and the Impact on Funeral Tributes

February 15, 2016 LIVING WELL Magazine Comments Off on Anatomical Gifts and the Impact on Funeral Tributes

Anatomical Gifts and the Impact on Funeral Tributes By Rick Allen We have all heard the saying, “It’s better to give than to receive.” Giving with a generous heart often warms the soul of the […]

Articles

How Reverse Mortgages Work When Purchasing a Home

February 12, 2016 LIVING WELL Magazine Comments Off on How Reverse Mortgages Work When Purchasing a Home

By Nathan Johnson Since 1989 many senior homeowners across America have become increasingly comfortable with thinking about the reverse mortgage as a viable option for their retirement needs. On January 1, 2009 FHA/HUD released the […]

Articles

What is a Durable Power of Attorney and Who Needs One?

February 1, 2016 LIVING WELL Magazine Comments Off on What is a Durable Power of Attorney and Who Needs One?

By Lori Leu, Erin Peirce, Lauren Olson, and Laura Chavero After seeing family over the holidays and contemplating the future, some people’s thoughts turn to making a Will. However, the most important estate planning document […]

Articles

A Holiday Heart-to-Heart

December 25, 2015 LIVING WELL Magazine Comments Off on A Holiday Heart-to-Heart

By Lori Leu, Erin Peirce, and Lauren Olson During the holiday season, we are reminded that the gifts we cherish the most don’t come wrapped in a box. Rather, it is the time we spend […]

Articles

Why You Don’t Want A Handwritten Will

December 17, 2015 LIVING WELL Magazine Comments Off on Why You Don’t Want A Handwritten Will

By Craig Watson Jim knew his mother’s health was declining rapidly. Jim’s father had died without a Will so his Dad’s probate was more costly and took longer. Jim assumed his mother Sally also lacked […]

Articles

Hospital charges that can slam you in 2016!

December 14, 2015 LIVING WELL Magazine Comments Off on Hospital charges that can slam you in 2016!

By Tucker Thompson, CSA 2016 Medicare Premiums “Hold Harmless” Social Security law currently protects about 70% of today’s Medicare recipients by disallowing annual increases in Medicare Part B premiums whenever Social Security determines there won’t […]

Articles

Planning to avert family disharmony

November 27, 2015 LIVING WELL Magazine Comments Off on Planning to avert family disharmony

By Virginia Hammerle, Hammerle Finley Law Firm Your kids fought over who would sit in the front seat of the car. Do you really think they’re going to agree about dividing your estate? Not likely as […]

Articles

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

November 13, 2015 LIVING WELL Magazine Comments Off on 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 when listening to people talk about wills. People hear the word “estate” and […]

Articles

Financial Matters––Should Your Children Take Care of You?

October 26, 2015 LIVING WELL Magazine Comments Off on Financial Matters––Should Your Children Take Care of You?

By Lori Leu, Erin Peirce, and Lauren Olson Long-term care planning involves many important decisions, and nothing is tougher than deciding how to involve your adult children in the process. They will always be your […]

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