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Articles

How’s Your Medicare D Plan?

How’s Your Medicare D Plan?
By Mark Johnson R.CPhT., Texoma LIVING WELL Magazine

The time is here if you are needing to change your Medicare Part D plan or if you are wanting to change your Medicare Advantage plan. You also have the opportunity during this time to switch from a Medicare Advantage plan and go to original Medicare. The open enrollment period is from October 7 through December 15. […]

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Articles

Tax Planning Opportunities

Tax Planning Opportunities

By Robin Jackson, Partner Terry Lockridge & Dunn, Linn County LIVING WELL Magazine

The end of 2012 will soon be upon us. And with the year drawing to a close, now is an ideal time to review your tax situation and evaluate tax savings strategies that may help you minimize your 2012 tax bill. Here are a few planning suggestions to help get you started. […]

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Articles

Living with Dementia

Living with Dementia
By Doug Linze, LNFA, Denton LIVING WELL Magazine

Regardless of the cause or the age of onset, there are few people who have not experienced first hand a friend or loved one with the effects of some level of dementia. When do you call it dementia? It’s probably not when you just forget where you left your keys, but it might be when someone who in the past has kept up with their personal finances begins to receive notices of unpaid bills, or you notice a change in how a person reacts to circumstances that are uncharacteristic of past behavior. It’s one of those situations that leave you with an uneasy feeling.
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