Graceful aging encompasses a wide range of life changes and challenges. From the excitement and anticipation of retirement planning, to the sadness and finality of end of life decisions, we want to be there to help.
Every life follows a different path, and everyone’s experience is unique. During our more than 30 years in financial planning work, we have helped many clients (and our own family members) make informed decisions about how the second half of their lives will play out. Here are some ways we can work with you:
Retirement & Care Planning Options
Getting ready to retire takes work! Decisions made now can affect your emotional and financial well-being for many years to come. Do you understand your options regarding Medicare? At what age should you begin to take Social Security benefits? When it comes to retirement, everyone is unique – you need a plan that’s built around your specific concerns and circumstances. We can help you do just that.
Over-55 communities. Aging-in-Place. Continuing Care Retirement Communities. Congregate housing. Walkable cities. Intentional Communities. Naturally Occurring Retirement Communities. Assisted Living. The range and scope of housing choices available to us as we age continues to grow and evolve. Let us help you consider all the options as you think about where and how you will live in the next phase of your life.
Care Giving and Receiving
More than 70% of us will need some sort of care assistance as we age. Becoming informed about care-giving options can be time-consuming and confusing. We can explain the progression of care needs across the life continuum and help you decide on the best solution for your particular situation. We can also provide advice, checklists and tips for those choosing caregivers or care facilities in the marketplace.
Advance Planning for Incapacity
Having your “affairs in order” provides peace of mind for you, your family and friends. Advance planning for incapacitation and end-of-life is one of the most important, yet challenging, tasks we face as adults. People at all ages need to understand their choices in regard to these critical decisions. We’ll help you find the courage to start the conversation that will bring you to the answers that are right for you and your family.