Financial planners

Most Americans want to “age in place” at home.  Here's how to plan your support systems

Most Americans want to “age in place” at home. Here’s how to plan your support systems

ridofranz | Istock | Getty Images We definitely want to age in place, experts say. A recent AARP report shows that 85% of respondents age 65 or older want to stay in their current residence for as long as possible. Retirement-focused financial advisors can help you with the financial and non-financial preparations to do so. …

Most Americans want to “age in place” at home. Here’s how to plan your support systems Read More »

1 in 4 adults in the United States live with a disability.  It's essential to have a financial plan to take care of the care

1 in 4 adults in the United States live with a disability. It’s essential to have a financial plan to take care of the care

Daniel Trush was only 12 when a brain aneurysm ruptured and changed the course of his entire life. “I fell into a coma, and I was in a coma for 30 days – and I was in hospital and in rehab for a total of 341 days,” said Daniel, who is now 38 and lives …

1 in 4 adults in the United States live with a disability. It’s essential to have a financial plan to take care of the care Read More »

Worried about mismanaging your money?  Give yourself a financial statement in 7 simple steps

Worried about mismanaging your money? Give yourself a financial statement in 7 simple steps

As kids and teens prepare for “back to school,” now is the time for adults to “get back to basics” when it comes to their finances. Give yourself a financial statement. Examine the current state of your finances and determine what you need to do to be – or stay – on track to reach …

Worried about mismanaging your money? Give yourself a financial statement in 7 simple steps Read More »