Category Archives: financial planning

3 Things to Consider When Moving to Assisted Living

Relocating to a senior living home is a big decision for the senior making the move.  You may be thinking about it for the future or need to move quickly due to a health crisis. If you feel like you aren't ready, here are three things you can still do before you make a move:…
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No Financial Plan?: A Common Scenario

Today, I spoke to a woman who is in the middle of a crisis.  She briefly explained how her mom had been in an assisted living facility, but without a financial plan had run out of funds. So now mom lives at home with her. Mom has a very small amount of money from social…
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