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Signs your Elderly Loved Ones Need Financial Help

Think of what causes you the most stress in life…finances are probably at the top of the list. As people age, finances can become more and more difficult to manage…particularly as the rigors of age set in. While many elderly folks struggle with finances, they may not want to admit it to their kids or [...]

By |2018-05-10T20:51:57-05:00August 18th, 2016|Retirement Planning|0 Comments

How to Have the Money Talk with Aging Seniors

The last thing you want to do is sit your parents or elderly loved ones down and tell them how to spend their money. After all, they are probably the ones who taught you how it was done in the first place. As people get older they may begin to have trouble balancing their budgets. [...]

By |2018-05-10T20:53:41-05:00August 11th, 2016|Retirement Planning|0 Comments

Is Your Home too Big for Your Retirement?

You started out with a smaller starter home. Once you had built up some equity, and the kids began to get angry at having to share bunk beds, you moved to a larger home with room for everyone─you turned that starter home into one that was perfect for your larger family. Now that you are [...]

By |2018-05-10T20:58:26-05:00July 14th, 2016|Retirement Planning|0 Comments

Avoid These Retirement Mistakes

The idea of retirement is great. No longer beholden to the corporate machine, you are free to travel, get things done around the house, play golf or spend time with your children and grandchildren. While everyone has that same idyllic view of retirement, the truth is that it can be just as much work as [...]

By |2018-05-10T20:58:44-05:00July 12th, 2016|Retirement Planning|0 Comments

“Message to Market Match”

“Message to Market Match” (A Key Marketing and Advertising Strategy) By Chip Kessler, Nursing and Assisted Living Facility Census Building & Customer Service Consultant This time around, I want to drill down to the very core of your marketing and advertising efforts, and give you the one big key to make sure all of your advertising [...]

By |2018-05-10T21:11:55-05:00January 19th, 2016|Retirement Planning|0 Comments

Two Reasons to Consider a Trust

You may think that a trust is only for the rich and famous. The fact is, you don’t have to have a whole lot of wealth to consider a trust. Trusts can provide many things that a regular will or estate planning may not be able to cover. Here are two reasons you may want [...]

By |2018-05-10T21:16:19-05:00July 29th, 2015|Retirement Planning|0 Comments

What to do With Tangible Wealth

When the topic of estate planning comes up many times tangible wealth can be glossed over or forgotten. With a focus on investments, monetary assets and real estate the amount locked up in tangible assets may be missed. Depending on the state you live in there can be complex tax laws governing tangible assets. Here [...]

By |2018-05-10T21:18:39-05:00July 25th, 2015|Retirement Planning|0 Comments