This is a question I’m asked weekly by clients both under and over age 65. My article highlights some of the rules and coverage shared by all people, and then some of the rules that are unique to both age groups. […]
It is an unfortunate reality that there are many people out there ready to profit from and prey on vulnerable individuals. The elderly have always been a prime target for those looking to exploit someone for financial gain, and the numbers are on the rise. According to one report, Texas has one of the highest numbers of elder abuse cases each year, along with California, Florida, New York, and Pennsylvania. One of the most unreported forms of elder abuse is financial exploitation. […]
It’s a sobering government statistic: At least 70% of people 65 years and older will need long-term care services at some point. Long-term care recipients will need help with daily living skills—such as bathing, dressing or preparing meals—for an average of three years, a U.S. Department of Health and Human Services report prepared in 2012 further predicts. […]
Most Americans are caring, compassionate, and trusting. That, coupled with major changes in technology, a sluggish economy, and an aging population, makes financial scams that target seniors so widespread that they are now considered “the crime of the 21st century,” according to the National Council on Aging (NCOA). […]
Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or your spouse and leave an inheritance for your family? […]
Remember those summertime family vacations from your childhood? Your parents probably spent months planning the trip down to the last detail, including all the activities the family would enjoy to create lasting memories of summer fun. They invested a lot of time doing the research and juggling the budget to make sure everything was just right. This summer, why not return the favor by helping them tackle the details of their estate planning? […]
Summer is a Good Time for Planning Ahead By Lori A. Leu & Erin W. Peirce, Collin County LIVING WELL Magazine Remember those summertime family vacations from your childhood? Your parents probably spent months planning the […]
Protect Yourself… You Could Be a Target Courtesy DATU Credit Union, Denton County LIVING WELL Magazine Most Americans are caring, compassionate, and trusting. That, coupled with major changes in technology, a sluggish economy, and an aging […]
You Can Plan to Avoid a Crisis By Craig Watson, Texoma LIVING WELL Magazine Estate planning starts with a goal. What are your goals? Is your goal to preserve assets for the security of you and/or […]
While the planning process should be strategic enough to take into account your assets, your age, and your life circumstances, it should also include the things that touch your heart––your family’s needs, your hopes for the future, your concerns related to risk, your ability to withstand market volatility for potential long-term gains. […]
Copyright © 2025 | MH Magazine WordPress Theme by MH Themes