What truly is a burden?
By Judy Rough, Carefree Transitions, LIVING WELL Magazine
Burden is defined as a heavy load; that which is borne with difficulty; obligation. […]
Reaching Your Retirement Goals
By Timothy F. Terry, Founder, Terry Lockridge & Dunn / World Trend Financial, Linn County LIVING WELL Magazine
We rarely hear: “I realize it is a little early to be planning for my retirement…”
Planning usually starts a few years before the big day. It should actually get under way many years earlier. In fact, your first day of work is the best time to begin. […]
Second Half Goals
Courtesy The Utter Financial Group, Texoma LIVING WELL Magazine
What do you want to accomplish in the second part of your life? It’s becoming more and more common for people to completely change directions, going back to school, training for a marathon, exploring new career options, or starting a business. […]
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. […]
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.
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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. […]
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. […]
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?
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. […]
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. […]
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