Senior Financial Planning
For Your Long-Term Care Journey
Yes, the long-term care industry is complex.
Senior financial planning involves a lot of unknowns. With so many in-home services and care communities available, anticipating how to best meet a senior’s care needs can be challenging and time consuming. Understanding the related costs adds another level of stress and emotional burden on you and your family.
We help by organizing the many financial planning options available to you, including:
- Existing/pre-planned long-term care financing
- Personal financing and insurance strategies
- Federal entitlement programs including Medicare and Medicaid eligibility
- Veterans’ benefits
- Tax deductions associated with the cost of care
- Power of attorney support and necessary legal documents
- Understanding family dynamics
- Educational resources that help seniors and their families
Our team can help you find and qualify for options that you may not know exist, such as veterans’ income assistance programs, state and federal programs for prescription support and even Medicaid. We’ll help you utilize all available benefits to provide a powerful backstop for the financial toll of your long-term care needs.
Learn more about our solutions:
Let us ease the stress of your care journey
Reach out to a team member at Longevity Income Solutions for a no-cost consultation on how you can take back control of your assets and care costs.
Testimonials
Our Clients Mean Everything to Us
Susan S.
“I was referred to Michael and Jon shortly after my dad passed when I began to worry about how to properly plan for my mother’s future care. They are angels in disguise… and I couldn’t be more serious! To say they lifted a huge burden and made all the unknowns less scary is an understatement.“
Mark P.
“Jonathan and Michael were the light that guided my family through a rough sea. They were a vault of information and guided us through the home-care/long-term care and financial side of providing care for our mom without her losing her home. I can not recommend this company enough. They really helped us navigate a world my family had no idea where to start.”
Stewart S.
“Longevity, is the only company in the country that offers creative solutions for elderly and ill people, that can really help. The other remarkable thing about Jonathan and Michael is that they really care. They would not, and did not, offer a product that was not beneficial to my aunt. They are not there to just sell their product.”
GUIDANCE AND INFORMATION
Avoiding the Caregiving Crisis
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 […]
Care Planning and Financial Management
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 […]
Aging Parents: Where Do We Start to Get Them the Help They Need?
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 […]