
No Will is Such a Bad Plan for Your Family
By Craig Watson Jane Doe, age 54, was tired. “I’m going to bed early tonight,” she told her husband. They had been happily married for 14 years. John was sitting in his recliner watching television. […]
By Craig Watson Jane Doe, age 54, was tired. “I’m going to bed early tonight,” she told her husband. They had been happily married for 14 years. John was sitting in his recliner watching television. […]
With continued news of a volatile stock market and reports of economic instability, Americans want to know the strength of their bank. Most seniors have navigated successfully through difficult economies, such as the Savings and […]
Uncertain times call for careful planning. By Leu & Peirce, PLLC In uncertain times, thoughts sometimes turn to what will happen with your estate after you die. Many people know that it is important to […]
By Rick Ferri, CFA The anticipation rises as people gather around the table. You hear rustling in the kitchen, then footsteps approaching, and “Happy birthday to you! Happy birthday to you!” A cake is carefully […]
Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors Planning for retirement goes beyond how you’ll spend your time. You’re also probably thinking about maximizing social security, whether you’ll downsize, ways to stay mentally and […]
Investing your retirement savings is easy. You can do it yourself. All you need to be successful are a few broad market stock and bond index funds and you’re done. This simple and extremely low-cost […]
Could reverse mortgages be used as a tool to combat our nations increasing national debt? […]
Courtesy Home Hospice of Grayson A report released by the National Partnership for Hospice Innovation (NPHI) highlights several cost and quality differences between for-profit and nonprofit hospices serving Medicare beneficiaries. The report, prepared by the […]
Your financial life requires thoughtful attention and an investment plan. […]
What is Your Most Important Estate Planning Document?
Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]
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