Finance & Planning
Leu & Peirce, PLLC, Living Life With Purpose
In 2008, Lori Leu started a new chapter in her life. It was an endeavor that was unknown and new, but her heart and soul told her it was where she needed to be. After […]
Finance & Planning
Articles
For better or for worse––finances included
By John W. Ferguson, Jr., CLU,CFS, AIF®, Strategic Financial Partners Some people think managing money is fun. They read the Wall Street Journal every day, track financial news online, create and follow household budgets and […]
Articles
Teach your children about money
By Michele Barber, Northstar Bank You’ve just won the Texas Lottery and you have two choices of how to receive your earnings: $1,000 an hour for 24 hours for 30 days or a penny doubled […]
Articles
The people behind an estate plan
Courtesy Goldberg Law Center Contrary to popular belief, an effective estate plan is not a simple, one–time event. It is a complex and ever-changing process that involves several areas of law. Additionally, the participants involved […]
Articles
Planning for your retirement years
By Nancy Martin, RN One of my most vivid memories of my grandmother is of her sitting near her den window, sewing basket beside her, darning socks for her large family. She seemed to live […]
Articles
On Medicare? Be Aware of Hospital Observation Charges!
By Tucker Thompson, CSA More and more seniors on Medicare, with or without supplement insurance coverage or Advantage Plans, are getting stung with higher out-of-pocket expenses and fewer Medicare benefits in the ever-widening Medicare net […]
Articles
Investing: Keep Your Costs Down
By Richard Ferri, CFA You can’t control the markets, but you can control how much it costs to invest in them. Mutual fund costs are often couched in terms of expense ratios and commission charges, […]
Articles
Where Did You Get Your Power of Attorney?
By Craig Watson John’s parents were in their 90s. They had banked at Big Bank for most of their life. They even owned stock in Big Bank since it was listed on the NYSE. When […]
Articles
Five Ways to Turn Your Hobby into a Business Endeavor
By Darnyelle A. Jervey Making money from your hobby is not synonymous with having a business. Unfortunately, far too many people don’t understand that. What’s the difference between an income-generating hobbyist and a business owner? […]
Articles
5 Life Insurance Game-Changers
Life insurance industry innovations and trends that consumers should capitalize on in the New Year By Brian Greenberg for LIVING WELL Magazine If you’ve been putting off buying life insurance or revising your current plan, […]