As we approach retirement age and beyond—ourselves and our older loved ones—planning for any care and support that might be needed becomes increasingly vital. Ideally, planning should begin well before retirement age. However, there are solutions and educational resources for you and your family, even if you or your loved one have pre-existing medical conditions. […]
In last month’s blog post, we discussed the importance of assessing the wellness of elderly family members during holiday visits. These observations might lead to a realization that your senior loved one needs additional assistance at home. Approaching this subject requires a blend of tact, compassion, and respect for their independence. Let’s explore strategies for […]
The holiday season offers opportunities to visit and reconnect with parents and other elderly family members. These visits can also be a good time to ensure that your elderly relatives are safe, healthy, and happy.Getting a picture of your loved one’s overall wellness means more than observing their physical wellness. Here’s a checklist to guide […]
The Medicare open enrollment period for 2024 continues through Dec. 7. This open enrollment period introduces several key changes that may affect both coverage and finances for enrollees (also called beneficiaries). Here’s an overview of the most significant changes:Cap on insulin costs: A significant financial relief for those with diabetes, Medicare drug plans will cap […]
Where will you live in your retirement years? You may have sketched out a plan to age in place. But have you addressed Plan B—the unknown curveballs life might throw, which may include other levels of care?Today, many seniors have not altered their financial planning—which was originally designed for asset growth using riskier investment vehicles […]
The numbers are daunting. Eighty percent of seniors are unprepared for their long-term care needs. With 70 million baby boomers aging and half of the population being unmarried, the looming question is: Who is going to take care of them? Jonathan Miller of Longevity Solutions Inc. addressed this pressing concern and the significance of early […]
When it comes to the cost of care, many people wish it was in the hundreds but it always starts in the thousands. It is something that the family really needs to understand at the beginning of their care journey. Additionally, we’re talking about thousands of dollars over a period of time. It’s not like […]
Are you currently experiencing a situation where your parents health is starting to deteriorate? Are you starting to ask questions like: Can they stay in their home? Do they need to move in with me? There are so many questions that are starting to develop in your thought process even if you thought you may […]
With an aging population and a generation of young adults struggling to achieve financial independence, the burdens and responsibilities of middle-aged Americans are increasing. According to Pew Research, nearly half (47%) of adults in their 40s and 50s have a parent age 65 or older and are either raising a young child or financially supporting […]
No matter where you are across the nation, we can work with you and your family to create specialized financial solutions. By meeting online and over the phone, no direct-contact is needed and you still get the same great service!