Insights
Tips for Aging in Place
For those not familiar with the phrase “aging in place,” simply put, it refers to choosing to stay in your home with family, friends, and neighbors around you as you grow older (instead of moving to a residential facility designed to support long-term care, such as an assisted-living facility)
Test Your IRA Intelligence – How Much Do You Know?
Some people like to take quizzes and if you’re one of those read on. The answers are at the end of the article, so don’t peek.
Your Future of Life | Three Questions
Part of our role as Financial Planners is to ask questions that go beyond the numbers. Most of our clients have a goal of accumulating assets and making sure that they spend their money wisely. These are very important goals, but it's important to make sure that we think about other risks that we all face as we age.
Managing Debt During Retirement: Your Mortgage
Consider this — conventional wisdom says homeowners should pay off their home loans before retirement. But does this really make sense for you?