Senior Financial Planning
A comprehensive plan of investments using current assets to create a plan of income for a future event such as retirement.
Financial Planning Articles
Renting vs. Buying in Senior Living Communities
When considering the many different types of senior housing communities available, you may be faced with the decision to rent or buy. It’s important to consider an elder’s future care needs and finances before deciding which option is best.
0 Comments10 Things You Should Know About Your Parent's Finances
Would you know what to do if you suddenly had to take over managing money and paying bills for your parent? Here are 10 things you need to know before assuming this responsibility.
40 CommentsUsing a Reverse Mortgage Loan to Age in Place
A reverse mortgage loan is one option that may deserve consideration as retirement needs grow and savings and Social Security benefits may not be enough to retire on comfortably and with confidence.
0 CommentsThe Ins and Outs of a Reverse Mortgage Loan: Is It Right for You?
A reverse mortgage is a type of home equity loan for seniors age 62 and older that is used to turn a portion of their home equity into cash. Is this financial planning tool right for you?
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Financial Planning Questions
Are stocks considered income when applying for Medicaid?
4 CommentsMother in law divided her money between her two sons three years ago. One son spent the money. Anyone dealing with something like this?
26 CommentsCan a POA file bankruptcy and include the debts of who has the POA?
2 CommentsNeed to find out what I can do as my sister's husband is very involved with my mother's finances and we want him to step away.
6 CommentsSharbear940 Answered Oct 12, 2018
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Financial Planning Discussions
I am a non-family live in caregiver for a 91 year old woman who has dementia and a narcissistic personality. What type of compensation can I expect?
8 Commentszoewin1956 Answered Sep 24, 2018Help please! I need advice for my mother's care.
4 Commentsskylermichelle Answered Aug 16, 2018So today gives me a lot of options...
6 CommentsConeal7876 Answered Jul 29, 2018She agrees never to buy anything off TV again, and I just caught her about to buy something off TV...
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Financial Planning Related Topics
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