Blog – List

Blog – List2023-05-12T11:06:02-04:00

Traditional Financial Advisors Continue to Face Pressure From Online Services

In a recent Wall Street Journal article by Murray Coleman titled, “Online Advisers Enhance Free Services,” Mr. Coleman highlights the impact that a growing number of online financial advisors are having on the industry by offering more free tools and services. Such firms are offering free advice on things like asset allocation and instead charging for actual execution of an investment plan.

By |December 16th, 2013|

Opportunity for CCRCs Begins With Education

If there is one thing I have learned over the last couple of years it is that there is mass confusion among the public- older Americans and adult children alike- when it comes to the different types of retirement communities and care facilities. Ask ten people to describe the difference between “active adult living” versus [...]

By |November 4th, 2013|

Time to Have a Senior Care Talk With Your Parents?

When you were much younger your parents nervously sat down with you and had “the talk.” Now it may be time to have an equally awkward, but also important, conversation about senior care need that may arise in the future. The good news, the conversation doesn’t have to be as awkward as you might think.

By |October 4th, 2013|

It’s Time to Have “The Talk” With Your Parents

When you were much younger your parents nervously sat down with you and had “the talk.” Now it is time for you to have “the talk” with your parents. Of course, I’m referring to a different kind of talk but for many it is no less awkward to initiate.

By |October 4th, 2013|

Retirement Community Tax Deduction: A Hot Topic

Yet another article from a major source points to the growing interest in entry fee tax deductions for new residents of continuing care retirement communities, or CCRCs, which have become even more popular in light of recent changes to the AGI threshold for healthcare expense deductions.

By |August 26th, 2013|
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