
How to Avoid These Common Estate Planning Mistakes––M. Keywood Deese
Whether you plan to use a trust or a will as the center stone of your estate plan, the following list may help you avoid some common estate planning mistakes: […]
Whether you plan to use a trust or a will as the center stone of your estate plan, the following list may help you avoid some common estate planning mistakes: […]
An Avoidable Tragedy By Craig Watson Don’s father, Al, was 68 years old and in average health. Don thought the world of his Dad. Don considered Al to be strong and organized, the family patriarch […]
I recently had a chat with someone who was beginning to understand that her father needed more help than she realized. She related the following to me (used with her permission, of course): […]
In a time where the median household income is shrinking in nearly every major city, prices of goods and services are on the rise and credit card debt is just beginning to decline from an all time high, it is easy to find yourself falling behind on monthly expenses. If this is the case, then it may be time to start learning the basics of household budgeting. […]
As of March 8, 2013, the S&P 500 is expected to earn about $110 over the next 12 months. With the S&P 500 trading around 1500, the index trades at a multiple of about 13.5 times earnings. If we take the inverse of this we get about a 7.5% earning yield. Where else can you bet that type of return? Ten year treasury notes yield about 2%, corporate bonds yield about 3.25%. We believe your clients should be overweight equities until we see the discrepancy between the two asset classes shrink. […]
Beginning Oct. 1, 2013, people under the age of 65 can sign up for the new Affordable Health Care Act with coverage effective Jan. 1, 2014. This will not cut Medicare benefits. […]
Peace of Mind The Miller Law Firm creates personalized plans addressing both estate planning and Medicaid qualification issues. By Aaron R. Miller, Collin County LIVING WELL Magazine When faced with the unexpected cost of long-term […]
Most people, as they grow into adulthood and enter the “real” world, dream of ownership. The possibility that a home, a business, or some other physical article might someday become theirs is looked upon as a wish come true. […]
James Thurber, American author and cartoonist, said, “There is no safety in numbers, or anything else.” Yet many investors hold large allocations in cash or cash alternatives without realizing the risk involved. By focusing on keeping their money absolutely secure, they may compromise long-term financial goals, forfeiting potential earnings and losing opportunities. […]
Nothing makes a parent more proud than to hear someone else brag on your kid. Typically, a parent’s response is something like, “Are you sure we are talking about the right kid?” As we all know, behavior is often different at home than it is when they are out on their own and, thank goodness, most of them mind their p’s and q’s and wind up making us proud. […]
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