Future Planning

For many families, the holidays mean spending longer stretches of time with loved ones. When those loved ones are also older adults, the visit may prompt health concerns and questions,…

When considering a Life Plan Community, you have lots of questions, most often about money. But there are other considerations that you should explore as you make this important choice.

People have had to change outings, vacations, even wedding plans because of COVID-19, but what about your plans for retirement living? An industry expert on continuing care retirement communities, also…

With holiday and end-of-year celebrations you might have missed the tax news out of Washington in late December. President Donald Trump signed the SECURE Act that made changes to how…

We all use calculators for simple tasks, such as balancing a checkbook or figuring out a restaurant tip.  But wouldn’t it be great to have a tool to help answer…

You’ve made the decision to move to a continuing care retirement community, a “CCRC,” but with 2,000 life plan communities in the United States how do you find one that…

It certainly is a brand-new year which will be filled with changes. Though a little scary to think about letting go of our routine and comfort zone, very exciting to…

In late December 2017, Congress passed a major reform of the Internal Revenue Code, known as the Tax Cuts and Jobs Act. Now it’s time to pay close attention to…

My mother rarely turned down a dinner invitation or get-together with friends. In later years when she lamented that her “social calendar” was skimpy, she tried to find creative ways…