Finance & Planning

Articles

Summer is a Good Time for Planning Ahead––Lori A. Leu

April 25, 2014 LIVING WELL Magazine Comments Off on Summer is a Good Time for Planning Ahead––Lori A. Leu

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? […]

Articles

Planning with Purpose––Stone Wealth Management

March 27, 2014 LIVING WELL Magazine Comments Off on Planning with Purpose––Stone Wealth Management

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. […]

Articles

Could You Be a Victim of Fraud?—DATCU Credit Union

March 22, 2014 LIVING WELL Magazine Comments Off on Could You Be a Victim of Fraud?—DATCU Credit Union

In the last few weeks, major headlines have focused on the debit and credit card breach at Target––the nation’s second largest discount retailer. The debit or credit cards of more than 70 million Americans were compromised. In subsequent weeks, Neiman Marcus revealed a security breach that affected over a million customers and Michael’s craft stores is now investigating a potential customer data breach. […]

Articles

Online Safety Tips in 2014––North Dallas Bank & Trust Co.

March 5, 2014 LIVING WELL Magazine Comments Off on Online Safety Tips in 2014––North Dallas Bank & Trust Co.

In today’s fast-paced world, computers and mobile devices are not only must-have gadgets, they’re essential to daily life. From social networking and e-mailing to research, online shopping and more, people are connected more than ever before. And since the Internet is the new medium for interaction, business and communication, it’s more important than ever to be safe and secure when using it. […]

Articles

How to Leave an Inheritance to a Disabled Child––Vision Bank

February 11, 2014 LIVING WELL Magazine Comments Off on How to Leave an Inheritance to a Disabled Child––Vision Bank

If you are the parent or grandparent of a disabled child or young adult, you have several special estate planning challenges. If the disabled child or disabled adult is receiving support from the state or federal government, they usually cannot have more than a small amount of assets held in their name. For example, if they have more than $2,000 in a checking or savings account in their name, this could threaten their government benefits. So how do you leave a gift or inheritance to that disabled heir without losing their government benefits? […]

Articles

Timing the Market––Stone Wealth Management

January 22, 2014 LIVING WELL Magazine Comments Off on Timing the Market––Stone Wealth Management

Market volatility is an historic inevitability. There have been periods of decline throughout history, triggered by different types of events, many of which came swiftly and without notice. Trying to time the markets with consistent accuracy, determining when investments are at their top or nearing the bottom, is almost impossible, and it carries a number of risks to investors, especially those nearing retirement. […]