When 80-year-old Peter’s family looked into his assets after he died, they were shocked to discover he only had $4,000 left. Where had his money gone? They knew he’d had a good-sized nest egg when he retired, and they assumed he was in good shape. Peter was not a wild spender in his later years, so they were doubly surprised. How could this have happened? […]
Reverse mortgages are an excellent financial tool to enhance your senior lifestyle by maximizing one of your greatest resources to remain as independent as possible. With this low interest loan, you can use the tax free money that you have in the equity of your home to reduce bills, pay for medical expenses, take a nice vacation or just enjoy life. […]
You’ve been to the doctor and bills are arriving at home. This article is designed to help you understand the billing “process” and how to decipher what you owe. […]
“Earnings are an opinion, cash is a fact” is an old adage in the investment world that was first recorded in the early 1890s. Today, we believe the wisdom behind this adage should be an important consideration for all investors, especially those focused on income generation. This article seeks to discuss the idea that equity income investing represents significant advantages for most long-term investors. […]
Stop Family Drama Before it Starts By Lori A. Leu, LIVING WELL Magazine Guardianship can be a difficult and complicated decision. But it doesn’t have to be––these examples illustrate the need to take action and […]
Each year thousands of Americans make the difficult decision to undergo bariatric weight loss surgery. This life changing decision they have made is simply the beginning of their journey towards achieving and maintaining weight loss goals. Achieving and maintaining weight loss goals requires long-term life style changes––specifically, altering eating habits. […]
Wise Advance Planning By Craig Watson, Texoma LIVING WELL Magazine Back in 2006, Hal and Barbara had an unsettled feeling, but they couldn’t determine why. They were in excellent health. Hal was 85 and Barbara […]
Economic shifts, market uncertainty and a changing employment landscape are forcing many people to think––like Apple Computers––differently. One entrepreneur, Tom Krueger, a former Intel executive, is helping people all over the world better understand their personal and professional value. Krueger is a partner in ValuSum.com, a free and intuitive online platform that attempts to measure a person’s value using technology and a “brilliantly simple” online assessment. […]
If you are the designated person given the responsibility to close a relative’s home, this article will give you insight as to the pitfalls and problems. You may be the executor of your mother’s estate or the trustee of her trust that owns the home. At her death or disability requiring she move, you may have to handle the following: […]
For the past few years, leaner times have forced many individuals and households to juggle everyday expenses and find various ways to trim the family budget. Everything from cutting out specialty coffee drinks and expensive vacations to buying more economical cars and downsized dwellings have been calculated and discussed at kitchen tables across the country. […]
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