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Planning for Senior Housing in the Age of COVID-19

Senior Housing

One of the most important parts of retirement planning is identifying optimal housing and healthcare arrangements for later years. This may range from modifications to an existing home to accommodate aging in place, to downsizing…

Social Engagement While Social Distancing

Social Distancing

In retirement planning, there inevitably needs to be a financial analysis to determine how much one can spend and for how long, based on a set of predetermined assumptions.  That is vital in determining if…

3 Action Steps Nonprofits Should Be Taking Right Now

There are three action steps every nonprofit should be taking in these uncertain times of the COVID-19 crisis. I believe these action steps are critically important for the current and future health of their organization.        …

Healthcare Coverage During the COVID-19 Outbreak

Healthcare Coverage

Co-Authored by Bob Wolfe, Associate Wealth Advisor If you’ve been furloughed or are now unemployed, do you know how you’ll get healthcare coverage? One of the realities of health care in the United States is…

Understanding the Stimulus Package

The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…

The CARES Act and How it May Affect Nonprofits

CARES Act

On March 27, the House unanimously passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which is a $2 trillion stimulus law intended to provide immediate relief for…

Medical Foreign Travel Insurance

Medical Foreign Travel Insurance

With the rapid rise in reported cases of coronavirus around the world, travelers are reconsidering their upcoming vacation plans.  For many, that could mean canceling trips while for others, it means looking into travel insurance. If…

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