Financial Planning

Published: July 10, 2020 Over the years many of us enjoyed an all-inclusive vacation in Mexico, the Caribbean or other resort destinations. The all-inclusive “package” comes with most everything you…

Published: February 14, 2024 A week after the April 8 total solar eclipse all eyes will be focused on another dark day: Tax Day. Many of us know the drill,…

Published: December 15, 2021   In the old days, i.e. pre-COVID, the rules were pretty simple. We basically tipped our food servers and hairdressers and gave a holiday gift like…

Kendal at Oberlin, a vibrant Ohio life plan community (also known as a continuing care retirement community, or CCRC), is pleased to announce that Fitch Ratings has affirmed the organization's Issuer Default Rating (IDR) at 'A+' and the rating outlook is stable.

Published: July 13, 2022 One of the biggest and most unpredictable costs for older adults is long term care. Consider these statistics from the U.S. Department of Health & Human…

Published: January 21, 2022 Tax Day in 2022 is April 18, the day after Easter, but not much else has changed since last year’s federal tax filing. Two related tax…

Published: November 3, 2021 If you’re a certain age, 65 or older – and that’s estimated to be 55 million Americans – no doubt your mailbox these days is filled…

Kendal at Oberlin earns A+ rating from Fitch

Published: August 2, 2021 The scam is old, but it continues to trap new victims. The fraudsters, engaged in what officials call the “grandparent scam,” target older adults by calling…