Managing Your Investment Expectations
By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine
It’s tax time. This is an excellent opportunity to see just how well your investments performed last year. It is also a great time to think about your taxes. In both of these areas, planning is everything! […]
Need an umbrella?
It’s a million dollar question!
By Sue Erbes, VP of Operations Risk Management, TrueNorth Companies, LIVING WELL Magazine
When you think about the purpose of an ordinary umbrella, you picture it protecting you against rain or sunlight. When we’re talking about an insurance umbrella, we’re talking about a very different kind of protection. […]
IT’S TIME TO REVIEW YOUR SIGNATURE CARD –
(AT YOUR BANK OR BROKERAGE COMPANY)
By M. Keywood Deese, Vision Bank, Texoma LIVING WELL Magazine
Most people do not remember the actual details of the account forms they signed when they opened a bank or brokerage account. Below is a list of terms that control who has access to the funds during your life or would receive the account at your death. […]
Get Active, Get Healthy!
By Randa Anderson-Stice, regional president of Senior Products for Humana in Colorado, Colorado Springs LIVING WELL Magazine
Regular exercise is important to the physical and mental health of everyone, and becomes increasingly essential as we age. Physical fitness not only produces long-term health benefits but also boosts energy levels, improves mood and increases confidence. […]
It’s Time to Plan Your Long-Term Care
Courtesy Neighbor Insurance Services, Inc., Linn County LIVING WELL Magazine
No one ever wants to think about needing long-term care, whether it is at home or in a nursing home. But, the odds of needing long-term care are high; at least 70% of people over age 65 will require long-term care services at some point in their lives. Long-term care services may include help with activities of daily living: home health care, respite care, hospice care, adult day care, care in a nursing home, or care in an assisted living facility. They may also include care management services, which will evaluate your needs, coordinate and monitor the delivery of long-term care services. […]
Count On Your Local Farm Bureau Agent
By Randy Strnad, Farm Bureau Agent, Linn County LIVING WELL Magazine
Have you ever felt like you’re the only one who doesn’t understand your health insurance plan? Don’t. Making decisions about health insurance and understanding it can be overwhelming and confusing for everyone. That’s why you can count on your local Farm Bureau agent to help you make sense of all the jumble and jargon. […]
Move and Get Movin’
Denver’s Newest Active Adult Ranch Community, Fairway Villas, Oakwood Homes, East Denver LIVING WELL Magazine
Open for a couple months now, Denver’s newest active adult community has jumped out to a great start with huge showings from home buyers everywhere and garnered more excitement than Oakwood Homes imagined. “We were overwhelmed with how many people came out to the official grand opening,” says Oakwood sales manager, Alisa Poncher. “Over 400 people showed up that weekend.” […]
Families Deciding Together
Courtesy Dannel Funeral Home, Texoma LIVING WELL Magazine
When a death occurs, families gather. Frequently, they must respond quite suddenly. Perhaps they travel long distances. In the midst of their grief, they must make approximately 300 decisions about services and disposition. Ideally, there are pre-arrangements that serve as an invaluable guide. So often, though, without knowing exact wishes, family members struggle with the right choices to honor their loved one and bring comfort to everyone else. […]
Stretch Out Your IRA
Courtesy Dan and R. Brennan Barlow, Barlow Capital Advisors, Denton LIVING WELL Magazine
After years of saving, you’ve accumulated significant wealth in your individual retirement accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your life and the lives of your children and grandchildren. […]
Are Your Financial Affairs In Order?
Important information for seniors and their children
Courtesy DATCU Credit Union, Denton LIVING WELL Magazine
Remember that old cliché that there are two things for certain in this life … taxes and death. Unfortunately, this is true. The reality is that death will come to all of us. Young or old, being financially prepared is critical. […]
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