Blog Posts

There comes a point, after living a robust and independent life, that a little help may be in order. You or a loved one may need some assistance with doing the everyday things that were once second nature and you may be considering a transition to a comfortable and affordable facility to suit your needs and desires.

Some people choose to start planning this phase of life early, for a few reasons:

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As they get older, Americans face complicated decisions about long-term care, estate strategies, and their finances, while potentially struggling with diminished capacity to manage their affairs. At some point, your parents and other loved ones may need your help handling their finances. One study found that between five and ten percent of Americans over 65 need help with financial matters and another reported that 68 percent of elders suffer cognitive impairment or experience difficulty with daily tasks.

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The 5 Fundamentals of
Selecting the Right Advisor

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