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HomeFinance & Planning

Finance & Planning

Articles

Debt Does Not Have To Be Your Reality

January 30, 2019 LIVING WELL Magazine Comments Off on Debt Does Not Have To Be Your Reality

Don’t let debt be your reality. By Glen McKenzie Many view a new year as a new beginning. Just think about the increase in health club memberships and diet crazes that thousands rush into every […]

Articles

Have You Received the Best Advice?

January 21, 2019 LIVING WELL Magazine Comments Off on Have You Received the Best Advice?

An Elder Law Attorney Can Offer Expert Advice on How to Navigate Retirement. By Craig Watson Harry is a 78 year old man whose beloved wife has had dementia for years. The couple’s children, while […]

Articles

Simple Cremation…are you sure?

January 7, 2019 LIVING WELL Magazine Comments Off on Simple Cremation…are you sure?

Simple Cremation…are you sure? Rick Allen, Allen Family Funeral Options, Collin SENIOR Magazine In today’s economy, it pays to shop around. We recently had to purchase our youngest daughter a car and we were working […]

Articles

Keep Your Affairs Your Affairs

January 4, 2019 LIVING WELL Magazine Comments Off on Keep Your Affairs Your Affairs

Keep Your Affairs Your Affairs By Michele Audet In 1789, Ben Franklin proclaimed, “Nothing is certain but death and taxes.” While this is still true for us today, we are now experiencing “certainties” that our […]

Articles

Traditional to Roth Conversions – The Pros & Cons

January 2, 2019 LIVING WELL Magazine Comments Off on Traditional to Roth Conversions – The Pros & Cons

Traditional to Roth Conversions – The Pros & Cons By Michael P Carroll, CLU, ChFC, CFP® – American National Bank According to the Taxpayer Relief Act of 1997, there is a special traditional IRA to […]

Articles

Supporting Your Aging Loved Ones

December 31, 2018 LIVING WELL Magazine Comments Off on Supporting Your Aging Loved Ones

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 […]

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Be Aware of How Your Assets are Titled When Using A Will For Your Estate Plan

December 26, 2018 LIVING WELL Magazine Comments Off on Be Aware of How Your Assets are Titled When Using A Will For Your Estate Plan

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 […]

Articles

Social Security and Medicare: Planning Beyond their Limits

November 29, 2018 LIVING WELL Magazine Comments Off on Social Security and Medicare: Planning Beyond their Limits

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 […]

Articles

You Do Not Have to Go Into Debt this Holiday Season

November 21, 2018 LIVING WELL Magazine Comments Off on You Do Not Have to Go Into Debt this Holiday Season

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, […]

Articles

Municipal Bonds May Be Good For Your Portfolio

October 12, 2018 LIVING WELL Magazine Comments Off on Municipal Bonds May Be Good For Your Portfolio

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 […]

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