Financial Planning

Plan For The Future

October is Long-Term Care Planning Month, a time to assess plans for future care needs and the financial options available to seniors to cover the cost of care. One of our goals at Senior Lifestyle is to make…

Avoid Scams at Tax Time

As April approaches, many think of spring in bloom, April showers, and maybe even Opening Day for baseball season, but there’s no denying it and no avoiding it, tax time is here as well. For…

Tools for Financial Planning

Talking to Mom and Dad about money can be difficult, and not just when you’re young and need $20 for dinner and a movie. As parents age and need more care, the conversation may become…

Financial Health

For adult children, “the financial conversation” is one of the most difficult aspects of changing the living situation of their parents. Discussions about money can be fraught with anticipated conflict, and although the conversation itself…

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