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Senior Living Costs on the Rise, Outpacing Inflation

According to a newly released nationwide survey, costs for rent at senior living facilities across the U.S. are on the rise, with the West and South seeing the biggest increases. That’s the news from an article we recently discovered on the website www.NextAvenue.org. You can click here to read the article. We think this is … Read more

Don’t Become a Victim of Elder Financial Abuse

We have worked with thousands of clients to help them develop a personalized retirement plan that protects their assets as they age. But even the best plan can be jeopardized if a retiree falls victim to financial abuse and fraud. Sadly this type of rip-off happens all too frequently – and often secretly. We recently … Read more

Don’t Let “Shiny Things” Reroute Your Retirement!

We ran across a wonderful – and convicting – article on the financial website MarketWatch. It contains an admonition many of us need to hear, especially in our Western consumer-driven society. It also reflects a warning we’ve repeated over and over to our clients preparing for their retirement years. The title of the article is … Read more

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