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 […]
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% […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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? […]
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. […]
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