Bob and Lydia Gillman wonder if they need disability insurance. They spoke to their advisor to get some answers.
Sensible Scenarios: Stress Free in Arizona
Alan and Joan Maxwell dreamed of retiring to Arizona to be near their family. They came to a financial firm for advice about building their future.
CCRC #4: Am I eligible to live in a Continuing Care Retirement Community? (Part 4 of 8)
In my previous articles on Continuing Care Retirement Communities (CCRCs), I described the amenities these communities offer, what it’s like to live in one, and the various types of contracts one can purchase. In this article, I will describe the application process and how a CCRC determines if you qualify for residency. The application process [Learn more…]
CCRC #3: The ABCs of CCRC Contracts (Part 3 of 8)
In my previous articles on Continuing Care Retirement Communities (CCRCs), I described the amenities these communities offer and what it’s like to live there. In this article, I’ll explain the contractual options for residents and the implications of each choice. First things first Before we explore CCRC contracts, let’s discuss the differences between health care [Learn more…]
Rick Fine: Executive Pursuits Contributor for the Boston Business Journal
Recently, the Boston Business Journal launched a series, Executive Pursuits, written by Boston-area executives, delving into what these busy people do when they’re not working. Rick Fine, Sensible Financial’s Director of Financial Planning, is writing articles on his avocation, photography. (If you’ve been to our Waltham office, you may have seen some of Rick’s photographs decorating [Learn more…]
CCRC #2: What Is It Like to Live in a Continuing Care Retirement Community? (Part 2 of 8)
This is part 2 of a multi-part series on CCRCs. To read the first installment, click here. “I don’t know if I could live there. Everyone seems so old.” I’ve heard this comment occasionally from clients after they’ve visited a Continuing Care Retirement Community (CCRC). I mentioned it to the marketing director at a CCRC [Learn more…]
CCRC #1: Continuing Care Retirement Communities (Part 1 of 8)
This is the first in a series of 8 articles on Continuing Care Retirement Communities. We included links to the other articles at the end of this one. Ever since I hit {age redacted} I’ve had more thoughts about my future and about aging in general. Remember being 18 and thinking 30 was so old? [Learn more…]