Financial Planning

In a previous blog, we introduced the importance of asking the right questions when comparing and, ultimately, choosing a senior community for oneself or a loved one. Many times, the…

Gain valuable insight on the current post-COVID housing market. Let’s explore some key takeaways from his presentation, “Selling Your Home in Today’s Market.”

A 90-year-old Army veteran sat in shock, tears running down his face, hands shaking uncontrollably. He’d just gotten a phone call about a “medical emergency” involving his adult son; he…

Understanding how Medicare works and what it does and does not cover is not easy. It’s a complicated, often subjective system with myriad conditions, stipulations, and no one-size-fits-all situations. “Medicare…

Here we examine how to do it in a timely, effective, compassionate manner that will leave all parties feeling heard, understood and looking forward to the next chapter.

The coronavirus (COVID-19) pandemic has drastically changed our way of life and cast a very long, uncertain shadow on the future. We can barely predict what next week will bring,…

Your family has made the decision that your mother or father will be more comfortable and safer living in a nursing home. Next up is finding a quality home for…

Often the only thing standing in the way of an older adult moving to a smaller house is all the stuff stored in the attic, basements, closets and unused rooms.…