When Considering the True Cost of a CCRC, Look Beyond the Marketing

When Considering the True Cost of a CCRC, Look Beyond the Marketing

Here on the Blog, we talk frequently about some of the different living options available to seniors. For those who are independent and financially secure, a continuing care retirement community, called a CCRC, can be a worthwhile choice. (We wrote about some of the...
Essential Things You Need to Know About Long-Term Care Insurance

Essential Things You Need to Know About Long-Term Care Insurance

Long-term care insurance is a critical financial topic that many Americans avoid discussing. It is a product that requires a substantial financial commitment year after year. Currently, only a limited number of insurance companies offer these policies. Because of...
Five red Flags to Watch For When Choosing a Financial Advisor

Five red Flags to Watch For When Choosing a Financial Advisor

Selecting a trusted professional to manage your wealth is one of the most impactful decisions you will make for your long-term financial health. We have emphasized the importance of this choice before on the AgingOptions blog, including in this article just last week....
Essential Allies: Financial Advisors and Estate Planning Attorneys

Essential Allies: Financial Advisors and Estate Planning Attorneys

This week, our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But your financial advisor shouldn’t operate in a vacuum, isolated from other members of your “retirement team.” For this...
How Much Should Financial Planning Cost? A Guide to Advisor Fees

How Much Should Financial Planning Cost? A Guide to Advisor Fees

This week on the Blog, we’re focusing our attention on the financial side of retirement planning. We’re featuring an article on how to select a planner, while another article talks about the critical relationship between your financial planner and your estate planning...
How to Choose the Financial Advisor Who’s Right for You

How to Choose the Financial Advisor Who’s Right for You

Type the words “financial planner” or “financial advisor” into your search engine and you’ll get well over two and a half million hits. Face it – many people (perhaps even most people) would benefit from the services of a qualified financial planner, but when it comes...