For many older adults and their families, the search for the right retirement living arrangement can feel overwhelming. The choices are numerous, the terminology can be confusing, and the stakes are high … after all, your home and care situation will impact nearly every aspect of your long-term wellbeing. Recognizing this, myLifeSite president Brad Breeding, [...]
Retirement is not a single event; it is a journey that unfolds over several distinct stages. Each stage comes with unique financial considerations, lifestyle changes, and decisions that shape your long-term security and peace of mind. Understanding these stages can help you prepare, adjust, and thrive throughout retirement. Whether you are still working, preparing [...]
Watching your parents age can bring a complex mix of emotions: gratitude, anxiety, love, and uncertainty all rolled into one. For many adult children, especially those in the "sandwich generation" who are simultaneously raising children and trying to offer various types of support for aging parents, this period can be particularly overwhelming. While the road [...]
For some people, creating a trust as part of their estate planning process can be a savvy move to protect their assets and their legacy. But with so many different types of trusts, it can be confusing to know which type is right for your unique situation and objectives. Let’s take a look at what [...]
The holiday season is upon us, and with it comes time spent with family. Over the next few weeks, many people will savor some quality together time, but for some, it also can be a time of fraught conversations — think politics, religion, or relationship status. But there’s one conversation that is worth having, even [...]
As temperatures begin to drop in many areas of the country, some older people may start to ponder if spending their retirement in Florida might be the way to go. For so-called “snowbirds” who have already made this senior living decision, cooler weather is a sure sign that it’s time for their annual trip south [...]
Football season has begun with millions of people tuning in to watch their favorite teams battle it out on the gridiron. For retirees and those approaching retirement, fall is also a good time of year to assess your own “team” of professional services providers. These are the people who you may need to call on [...]
For many people, the start of a new year is a time to look forward, consider the possibilities that lie ahead, and make a resolution about things you would like to change. Sometimes these New Year’s resolutions are small tweaks you’d like to make to improve some aspect of your life. Other times, they are [...]
Every so often I get asked about financial guidance on moving to a continuing care retirement community (CCRC or “life plan community”). Although I no longer provide one-on-one financial planning advice as in my previous career, I thought it might be helpful to write a post with some key considerations when planning financially for a [...]
Recently I took some time to look at my earliest blog posts here at myLifeSite. I almost couldn’t believe it when I noticed that our first post was written over eight years ago! I still remember sitting in a Jason’s Deli in Raleigh, N.C., and thinking I would give this blog thing a try. In [...]
