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HomeFinance & Planning

Finance & Planning

Articles

Market volatility and investor emotions lead to under-performing investment portfolios  

May 20, 2015 LIVING WELL Magazine Comments Off on Market volatility and investor emotions lead to under-performing investment portfolios  

Courtesy American National Bank Over the last 30 years, a number of studies have been conducted that compare the investment performance of professional money managers (also known as institutional managers) with that of self directed […]

Articles

Paying for Long-Term Care  

April 3, 2015 LIVING WELL Magazine Comments Off on Paying for Long-Term Care  

By Lori Leu, Erin Peirce, and Lauren Olson Long-term care in the United States is currently one of the most uncertain issues faced by seniors. As technology evolves, Americans have the ability to live longer, […]

Articles

Income portfolio versus total-return portfolio

March 18, 2015 LIVING WELL Magazine Comments Off on Income portfolio versus total-return portfolio

Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]

Tax preparation
Articles

Year-End Tax Planning

February 22, 2015 LIVING WELL Magazine Comments Off on Year-End Tax Planning

As the end of the year approaches, you can probably get a rough idea of how much you’ll owe in taxes next April. It’s a good time to think about steps you can take to […]

Articles

Income Portfolio vs. Total-Return Portfolio

January 29, 2015 LIVING WELL Magazine Comments Off on Income Portfolio vs. Total-Return Portfolio

Courtesy Portfolio Solutions, LLC Greek mythology tells us that Icarus flew too close to the sun on wings made of feathers and wax. During Icarus’ escape from Crete, the heat from the sun melted the […]

elder law
Articles

Why Hire an Elder Law Attorney?

January 24, 2015 LIVING WELL Magazine Comments Off on Why Hire an Elder Law Attorney?

By Erin Peirce and Lauren Olson With more than 10,000 people turning 65 every day, the senior population – along with its complex legal concerns – is growing at a rapid rate. Unfortunately, that means […]

living trust
Articles

So…You Heard a Radio Ad About Living Trusts?

January 5, 2015 LIVING WELL Magazine Comments Off on So…You Heard a Radio Ad About Living Trusts?

Author: Craig Watson During the last several years, Revocable Living Trusts have been increasingly marketed by radio commercials advertising internet websites. In addition, many retired citizens have been inundated by telephone solicitations and direct mail […]

Articles

Medicare Changes for 2015

December 30, 2014 LIVING WELL Magazine Comments Off on Medicare Changes for 2015

What Do You You Need to Know about Medicare Changes in 2015? By Tucker Thompson Because of the impact that some of these changes can have on both your healthcare and checkbook, thorough reviews are […]

Articles

Stone Wealth Management on Paving the Road to Retirement

October 29, 2014 LIVING WELL Magazine Comments Off on Stone Wealth Management on Paving the Road to Retirement

Paving the Road to Retirement By Stone Wealth Management, Texoma LIVING WELL Magazine How do you envision your retirement? It’s about more than numbers. It’s also about goals and dreams––in short, what’s important to you? […]

Articles

Don’t worry (too much) about outliving your money

October 20, 2014 LIVING WELL Magazine Comments Off on Don’t worry (too much) about outliving your money

Don’t worry (too much) about outliving your money Courtesy Portfolio Solutions, LLC, North Dallas LIVING WELL Magazine Money is finite while death is permanent. However, people ages 44 to 75 fear outliving their money more […]

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