Financial Planning

• Financial Tips for Seniors: Estate Planning Basics

  Seniors should consider a variety of legal issues when planning for the future. Continue Reading Financial Tips for Seniors: Estate Planning Basics

  January 18, 2017
• Can You Afford to Move Mom In?

  Like many people, you may be assuming that your parent will move in with you if she can no longer live alone. Indeed, caring for an aging parent can be a rewarding experience. However, there are also many financial and emotional costs to consider, from how the move will affect your family to how much…

  January 17, 2017
• Senior Finance: How to Save Money During Retirement

  Five ways to enjoy retirement without breaking the bank. Continue Reading Senior Finance: How to Save Money During Retirement

  January 17, 2017
• How to Finance Senior Living: 5 Tips

  With careful planning and help, assisted living is attainable. Brian Fricke, CFP, founder of Financial Management Concepts, and Amy O’Rourke, founder and president of The Cameron Group, share five pieces of advice that will help you get a handle on how to finance the move. Continue Reading How to Finance Senior Living: 5 Tips

  January 17, 2017
• Financial Expert Spotlight: Rodney Brooks, Retirement Columnist at USA Today

  Rodney Brooks, Deputy Managing Editor and Retirement Columnist at “USA Today,” chatted with Elder Care Alliance about seniors and financial planning. Continue Reading Financial Expert Spotlight: Rodney Brooks, Retirement Columnist at USA Today

  January 17, 2017