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HomeFinance & Planning

Finance & Planning

Articles

Elder Abuse––Could Someone You Know Be a Victim?

September 8, 2014 LIVING WELL Magazine Comments Off on Elder Abuse––Could Someone You Know Be a Victim?

Elder Abuse––Could Someone You Know Be a Victim? Courtesy DATCU Credit Union, Denton County LIVING WELL Magazine Denton County is the ninth largest county in the state of Texas having increased in population by 53% […]

Articles

How to avoid the 8 most common mistakes executors make––The Ashmore Law Firm, P.C.

September 5, 2014 LIVING WELL Magazine Comments Off on How to avoid the 8 most common mistakes executors make––The Ashmore Law Firm, P.C.

The 8 Most Common Mistakes Executors Make…and how to avoid them Courtesy The Ashmore Law Firm, P.C., North Dallas LIVING WELL Magazine There are many thankless jobs out there, however one such job that people […]

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Basics for Medicare Patients II––Tucker Thompson

September 3, 2014 LIVING WELL Magazine Comments Off on Basics for Medicare Patients II––Tucker Thompson

Basics for Medicare Patients II By Tucker Thompson, Collin County LIVING WELL Magazine What are some of the differences between traditional Medicare Supplements and Medicare Advantage Plans? Medicare Supplements––Freedom to choose any hospital or doctor […]

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

July 18, 2014 LIVING WELL Magazine Comments Off on What is a Durable Power of Attorney and Who Needs One?

By Lori A. Leu & Erin W. Peirce, Collin LIVING WELL Magazine Many people understand they need a Will to control the distribution of their assets after they die.  However, the most important estate planning […]

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Five Keys to Investing For Retirement–Landmark Bank

July 14, 2014 LIVING WELL Magazine Comments Off on Five Keys to Investing For Retirement–Landmark Bank

Five Keys to Investing For Retirement Courtesy Landmark Bank, Texoma LIVING WELL Magazine Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your investment knowledge. The following basic rules […]

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Do I need a trust?––The Ashmore Law Firm

June 19, 2014 LIVING WELL Magazine Comments Off on Do I need a trust?––The Ashmore Law Firm

Trusts can be created to take affect only upon death, or they can be created and take effect while you are living. A Trust is a nonprobate asset and disposes of those specific assets placed in the Trust. […]

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Saving the Family Home from a MERP Claim–Craig Watson

June 18, 2014 LIVING WELL Magazine Comments Off on Saving the Family Home from a MERP Claim–Craig Watson

Saving the Family Home from a MERP Claim By Craig Watson, Texoma LIVING WELL Magazine Carol’s mother had been in declining health. After an illness, hospitalization and three months in a rehabilitation center, she was […]

Articles

How RMDs Affect Your Investment Accounts––Portfolio Solutions

June 4, 2014 LIVING WELL Magazine Comments Off on How RMDs Affect Your Investment Accounts––Portfolio Solutions

Required Minimum Distributions (RMDs) are the amounts the federal government mandates you to withdraw annually from your retirement accounts after turning 70 ½ years of age. After years of practicing the virtue of saving, it may now sound strange to be told to withdraw money. So, what gives? […]

Articles

Find your balance––Stone Wealth Management

June 2, 2014 LIVING WELL Magazine Comments Off on Find your balance––Stone Wealth Management

Riding a bicycle is about getting your balance and keeping it until you reach your destination. Likewise, investing requires finding and periodically adjusting the balance of assets in your portfolio to help keep your investment plan on track. […]

Articles

Basics for Medicare Patients––Tucker Thompson, Collin County LIVING WELL Magazine

May 18, 2014 LIVING WELL Magazine Comments Off on Basics for Medicare Patients––Tucker Thompson, Collin County LIVING WELL Magazine

You can go online to www.Medicare.gov or visit your local Social Security office. The Centers for Medicare and Medicaid Services (CMS) is the federal agency that administers Medicare. […]

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