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HomeFinance & Planning

Finance & Planning

Articles

Why you need an estate planning professional

October 2, 2015 LIVING WELL Magazine Comments Off on Why you need an estate planning professional

By Craig Watson A lot of people are interested in avoiding probate these days. Pete already had a Will but he read an article about how to avoid probate. He decided that’s what he wanted […]

Finance & Planning

Leu & Peirce, PLLC, Living Life With Purpose

September 10, 2015 LIVING WELL Magazine Comments Off on 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 […]

Articles

For better or for worse––finances included

September 9, 2015 LIVING WELL Magazine Comments Off on 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

September 4, 2015 LIVING WELL Magazine Comments Off on 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

August 31, 2015 LIVING WELL Magazine Comments Off on 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

August 24, 2015 LIVING WELL Magazine Comments Off on 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!

July 20, 2015 LIVING WELL Magazine Comments Off on 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

July 10, 2015 LIVING WELL Magazine Comments Off on 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?

June 12, 2015 LIVING WELL Magazine Comments Off on 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

June 8, 2015 LIVING WELL Magazine Comments Off on 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? […]

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