Financial Planning

Fast Facts: The Financial Side of Independent Living A bundled lifestyle cost: Independent living pricing often includes housing, utilities, dining plans, maintenance and life-enrichment programming. Evaluating the full picture: Comparing a monthly rate to a…

Living well doesn’t have to mean spending more. Across the country, many businesses offer exclusive discounts to seniors, making it easier to stretch your budget while still delighting in the things you love.  We’ve gathered…

From Sam’s Club to Target to Saks 5th Avenue, just about every store you can think of has an online presence these days. When you take into account all of the online-only retailers, auction sites,…

Tax season is right around the corner, and for seniors and caregivers, it’s an opportunity to ease the financial burden by taking advantage of tax benefits specifically designed for your unique circumstances. Did you know…

Seniors should be entering a season of relaxation and enjoyment in their retirement, but for many, financial concerns can cast a shadow over this period of life. Whether it’s managing retirement savings, navigating healthcare costs,…

After retirement, it’s important to define your wants and needs. For many older adults, finding the way of life they desire that works for their budget can be a major challenge. Fortunately, retirement may be…

When considering a move to an assisted living community, financial concerns often top the list of challenges for families. One solution that can ease the transition is a bridge loan.  Understanding how these loans work,…

Paying for assisted living doesn’t all have to be from your own pocket. One preferred way to pay is through Medicaid. Medicaid is a state-administered public health insurance program that gives health care coverage to…