Articles
Compelling Advice for You and Your Money
By John J. Checki, Jr. and John J. “J. J.” Checki III Wouldn’t it be great fun and so comforting to have a way to get some good advice about money? Here’s hoping you […]
Financial Planning
Articles
Estate Planning—Not Just for the Rich and Famous
Estate Planning—Not Just for the Rich and Famous
Central Trust & Investment Co., Springfield LIVING WELL Magazine
Many individuals believe that estate planning is only for the very wealthy and is put in place to primarily save on estate taxes. However, in today’s evolving economic environment, an estate plan can be much more. […]
Articles
DATCU Credit Union: Are your financial affairs in order? LIVING WELL Magazine
Are Your Financial Affairs In Order?
Important information for seniors and their children
Courtesy DATCU Credit Union, Denton LIVING WELL Magazine
Remember that old cliché that there are two things for certain in this life … taxes and death. Unfortunately, this is true. The reality is that death will come to all of us. Young or old, being financially prepared is critical. […]
Articles
Terry Lockridge & Dunn on reaching your retirement goals – LIVING WELL Magazine
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. […]
Articles
Jim Audet talks estate planning – LIVING WELL Magazine
Take the Edge off Estate Planning
Jim Audet, LIVING WELL Magazine
I recently read that there are three common reasons that discourage meeting with an attorney to discuss your estate plan. First, it forces us to think about our own death. […]