Supporting Your Aging Loved Ones The holiday season is a time for reconnecting with loved ones and reminiscing about fond memories. For those of us with aging family members, we may find ourselves concerned with […]
Be Aware of How Your Assets are Titled When Using A Will For Your Estate Plan By M. Keywood Deese If you and your spouse are using a Last Will and Testament as the cornerstone […]
Social Security and Medicare: Planning Beyond their Limits By Leu & Peirce, PLLC On August 14, 1935, on the heels of the Industrial Revolution and the Great Depression, President Franklin D. Roosevelt signed the Social […]
You Do Not Have to Go Into Debt this Holiday Season By Glen McKenzie For many North Texans and people all across the nation, the holiday season brings days filled with good food, family gatherings, […]
Municipal Bonds May Be Good For Your Portfolio If your investment portfolio consists of only equities, you may want to diversify. Stocks and other equity securities are an important part of your investment mix, but […]
Surprising Advantages to Pre-planning Your Funeral Courtesy Dannel Funeral Home Suppose you die unexpectedly. We don’t like to think about it, but it happens and when it does, families are faced with making over 100 […]
You’ve been dreading it, but you know that when they reach a certain age it is time to have “The Talk.” You know that the choices they make (or don’t make) now are critical to […]
If you suspect misuse of your personal information to commit fraud, take action immediately. Here are some suggested steps you can follow. As you do, remember to keep a record of all conversations and correspondence. […]
Confessions of a Rich… By John J. Checki Jr. CFP® Boomers used to be the largest generation in United States history that time has passed, and that’s okay with me. We are older, and if […]
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