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 […]
Finance & Planning
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, […]
Articles
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
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
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 […]
Articles
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
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 […]
Articles
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 […]
Articles
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 […]