Extended Care Planning

We can help you develop a plan designed to cover the costs of getting the help you need, in the environment of your choice, without sacrificing your retirement lifestyle.

There’s no question that we are living longer than previous generations. Healthier lifestyles and medical advances have given us many more years to look forward to. They’ve also increased the odds that we will need assistance with our daily living sometime in the future — perhaps for many years.

Some assume their children will step up. Others aren’t so sure, or would rather avoid that scenario. While many are concerned about the cost of long term care insurance, that is just one solution. There are other ways to fund your extended care plan. Let us show you the options.

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This spring we welcomed seven local students to our offices for a run of Wall Street Survivor — the virtual stock market game that pulls back the curtain …

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Big Changes Coming to Social Security Planning

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Last year, Congress passed budget legislation that will dramatically change the options available to you when choosing how your Social Security benefits will be…

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