Financial Planning

Miniature elderly people sitting on stack coins and mini house using as job retirement, business and insurance concept

Going for the Green in a Red-Hot Housing Market

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.”

Learn More

Senior woman struggling with technology, she is confused and staring at the computer screen

Don’t Be Fooled by Senior Scams

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…

Learn More

Medicare Concept. Chart with keywords and icons on gray background

Medicare in a Senior Care Setting and What to Expect

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…

Learn More

senior mother with adult son hugging at home

We Need to Talk about Senior Living (Part 2)

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.

Learn More

The Baby Boomers Are Coming: Who Will Care for Mom and Dad?

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,…

Learn More

Senior Couple with tablet

How to find the best nursing home for your loved one

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…

Learn More

senior couple with calculator and papers

Downsizing and Moving for Seniors

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.…

Learn More