skip to Main Content

End of Life Planning – only for the elderly?

End Of Life Planning

The recent environment with Covid brought to light situations where people were faced with needing extraordinary medical care, such as going on a ventilator, well before the age they may have anticipated. It also highlighted…

Am I “Tax Locked” In My Home?

As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term.  It may be more square footage than needed, or may…

What Insurance Do I Need In Retirement?

Life Insurance

There are plenty of risks that we need to think about and manage as we age.  Those risks may include market declines, premature death, fire hazards or liabilities associated with driving.  As we age, we…

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…

Advisor’s Succession Plan Can Impact You

One question clients often ask me is “What happens to me if something happens to you?” As financial advisors, we work with clients through their “what if” scenarios on a regular basis. For instance, “What if…

Back To Top