Life Insurance: An Important Financial Decision for Seniors
As we grow older it’s important that our families have the care they need. I found this out myself personally when my parents made the decision to retire and we came to realize just how important life insurance is for financial security. For instance, life insurance can provide additional financial support to a surviving spouse […]
See to Your Life Goals
Prioritizing your life goals should be a life-long process. It should not be one that ceases as soon as you get your last degree or first job. Take our short quiz to help you reflect on what you want to do with the rest of your life.
See to Your Health Goals
Surveying the goals you have for your health throughout your life will help you achieve them.
Have You Chosen Your Health Care Agent?
Designating a Health Care Agent is the most important part of your Advanced Care Plan. Let us help you navigate the first steps of this process.
Four Professionals Who Can Help with Senior Finances
Managing finances in the senior years is difficult for two reasons: First, the complexity of remembering to pay bills and balance a checkbook, let alone remembering to manage investments, can become overwhelming. Second, money often runs out when long-term care and other medical bills start to pile up. Here are four professionals you should know […]
Money Matters: Talking to Seniors About Their Finances
Discussing finances with your senior parents is uncomfortable, but identifying difficulties managing finances is a crucial step to maintaining independence and safety.