Finance & Planning -

Roxanne Sisneros of Ruhl & Ruhl Realtors on Boomers Redesigning their Homes – LIVING WELL Magazine

November 6, 2011 LIVING WELL Magazine Comments Off

Boomers Redesigning Their Homes

By Roxanne Sisneros, SRES, Ruhl & Ruhl Realtors, Linn County LIVING WELL Magazine
According to a survey released by the American Institute of Architects, retirees are pushing a trend in design that calls for greater accessibility in their homes. They go on to say that many of the 77 million Baby Boomers, the largest age group in U.S. history, likely will stay in their long-term residences. “We see many more households start to plan, at an early age, what they need to have at an older age,” says Kermit Baker, the AIA’s chief economist. […]

Dannel Funeral Home talks respectfully nontraditional funerals – LIVING WELL Magazine

November 3, 2011 LIVING WELL Magazine Comments Off

Respectfully Nontraditional

Courtesy Dannel Funeral Home, Texoma LIVING WELL Magazine
When Kathy Cope died at 70, her family knew they wanted to celebrate her life in a nontraditional way. They sought advice from Pat Dannel at Dannel Funeral Home, wanting to be appropriate in their plans, but also wanting to ensure a vibrant service that reflected Kathy’s exuberant personality.
[…]

Gulf Coast Bank explains reverse mortgages – LIVING WELL Magazine

November 2, 2011 LIVING WELL Magazine Comments Off

Gulf Coast Bank Explains Reverse Mortgages
Courtesy Gulf Coast Bank, New Orleans LIVING WELL Magazine
With the aging of our population, it is easy to see why a reverse mortgage can be utilized to supplement retirement income. […]

Becker & House on using retirement benefits in your estate plan – LIVING WELL Magazine

October 29, 2011 LIVING WELL Magazine Comments Off

USING RETIREMENT BENEFITS IN YOUR ESTATE PLAN
By Allison E. Evans, Esq., Becker & House, Scottsdale LIVING WELL Magazine
Most individuals today understand the critical importance of saving for retirement. We were lectured about it by our parents, we stress it to our children, and we discuss it with our employers and financial advisors. […]

Hammerle Finley Law Firm on Authorization Agreements – LIVING WELL Magazine

October 25, 2011 LIVING WELL Magazine Comments Off

Authorization Agreement

By Virginia Hammerle and Craig Fowler, Denton LIVING WELL Magazine
Sometimes the Texas Legislature gets it right.

You need look no further than the recent law with the unwieldy name of “Authorization Agreement for Nonparent Relative.” What a benefit for parents, grandparents and children. […]

Do I have to go to probate court? – Davidge & Wright, L.P., LIVING WELL Magazine

October 25, 2011 LIVING WELL Magazine Comments Off

Do I Have to Go to Probate Court?

By Tiffany S. Wright, Davidge & Wright, L.P., Denton LIVING WELL Magazine

When an individual dies “testate” it means he or she has left a valid will which, if admitted to probate by the probate judge, will define the distributions from that individual’s probate estate. […]

Armor Financial Group on successful retirement – LIVING WELL Magazine

October 17, 2011 LIVING WELL Magazine Comments Off

Successful Retirement

Jeff Christian, CFP,CRPC,ChFEBC, Armor Financial Group, Northshore LIVING WELL Magazine
Effective retirement planning involves examining, determining, and educating yourself about what you want your life to really be like in retirement. […]

Income strategies for retirement –– Courtesy of Barlow Capital Advisors, LIVING WELL Magazine

October 16, 2011 LIVING WELL Magazine Comments Off

Income Strategies for Retirement
Courtesy Barlow Capital Advisors, Denton LIVING WELL Magazine
Will I have enough money in retirement? It’s a question Americans are asking. The good news is that you may be able to retire with confidence and enough assets — if you get organized. […]

Watch out for fake check scams – North Dallas Bank and Trust Co., LIVING WELL Magazine

October 14, 2011 LIVING WELL Magazine Comments Off

Watch Out For Fake Check Scams!

By Gregory E. Niemeyer, North Dallas LIVING WELL Magazine

There’s a new scam making the rounds – and this one involves fake checks. It’s hard to believe here in the age of online banking, but this one has been pretty successful and can end up costing you thousands of dollars. […]

Lake Lawn Metairie Funeral Home and Cemeteries on the growing popularity of cremation– LIVING WELL Magazine

October 11, 2011 LIVING WELL Magazine Comments Off

Serving the community’s changing needs
Cremation popularity increases, memorialization options expand
Courtesy Lake Lawn Metairie Funeral Home and Cemeteries, New Orleans LIVING WELL Magazine
Lake Lawn Metairie Funeral Home and Cemeteries has been serving the New Orleans community since 1979. Over those years, families’ funeral and cemetery preferences have changed, ever-evolving – like clothing fashions, hairstyles and music – to reflect each new generation’s choices. […]