Having trouble reading this email? Click here to view it in your browser | March 20, 2024

 
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Weekly Life Lessons

Helping people live LIFE on purpose!TM

 
Elderly
 

Dementia Care & the GEMS State Model

The GEMS State is a model which helps identify the current state of a person living with dementia. Follow the link below to learn more.

 
Angela
 

Life Planning 101 Podcast

What is the Teepa Snow Positive Approach to Care? Please enjoy this episode from our archive. You can use the links below to listen and share.

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Medicare
 

Medicare at 65+

Are you 65 or older? It may be time for you to enroll in Medicare. Follow the link below to learn more and find out if you’re eligible.

 
IP
 

Intellectual Property

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

 
Spending
 

Changes in Retirement Spending

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?

 
Market Update
 

Weekly Market Insights

What’s going on with the markets right now? Click the ‘Find Out More’ button below for weekly market commentaries and podcasts.

 

KFS Tips & Tidbits

Financial Tidbit
Does Your Child Need to File an Income Tax Return?

 

Insurance Tidbit
Fallen Tree Damage – Who is Supposed to Pay?

 

Tech Tip
Disable Unused Features for Extra Security

 

Recipe
Grandma’s Homemade Lemon Meringue Pie

 

Fraud Prevention Tip
Identity Theft
Healthy Living Tip
Yoga
App of the Week
You Need a Budget
Upcoming Events:
March 26 – Abilene Luncheon
April 18 – Fort Worth Dinner
April 30 – Abilene Luncheon

“Never lose an opportunity of seeing anything beautiful, for beauty is God’s handwriting.”
-Ralph Waldo Emerson

 
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Securities offered through Calton & Associates, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. • Eastland, TX 76448 • Phone: 254-629-3863.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.