Long-Term Care Eligibility: Understanding Activities of Daily Living

Long-Term Care Eligibility: Understanding Activities of Daily Living

In a previous post, we discussed the topic of long-term care planning and the options available to help cover potential long-term care expenses. In this post, we will focus on Activities of Daily Living (ADLs) and how they are used to determine eligibility for...
Aging and Finances: Planning for Long-Term Care in Retirement

Aging and Finances: Planning for Long-Term Care in Retirement

While creating retirement plans for our clients, we always make sure to share the potential costs of Long-Term Care (LTC) services. As with all medical expenses, the costs for this care are rapidly rising and can easily be one of the largest expenses you may encounter...
Smart Budgeting Tips Before Buying a Home

Smart Budgeting Tips Before Buying a Home

Home ownership is a large financial milestone, and whether you are buying your first home or have been through this process before, there are a few budgeting tips that we want to address. These tips may help prevent surprises you may encounter, and this could allow...