retirement planning

A Few Words of Advice on Choosing a Retirement Community

When considering a retirement community, most potential residents and their families inquire about: 1. Types of accommodations (independent living, assisted living). This should also include information about the community’s financial strength. 2. Amenities (wellness resources, enrichment programs). This should also…

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Reframing the Retirement Conversation

What if they held a retirement planning meeting for financial advisors themselves and no one showed up? Sound odd? It was, but that’s what happened. We set up a meeting for a group of financial advisors to discuss their own…

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