Grace and Henry, weary educators from Boston, grew disillusioned with their financial planning firm’s methods and decided to explore a fiduciary firm.
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Continuing Care Retirement Communities
Principal and Director of Financial Planning Rick Fine, MBA, RMA®, CFP® provides his guidance to older adults navigating the ins and outs of Continuing Care Retirement Communities. The result of exhaustive research, this guidebook is a response to inquiries from multiple clients seeking insight regarding retirement options, and Rick felt CCRCs were a good place [Learn more…]
Continuing Care Retirement Communities: An Introduction
In the fourth and final webinar in the series, Rick and Laura discuss Continuing Care Retirement Communities.
Long-term Care: An Introduction
You don’t want to think about long-term care, but that could be a problem if you’re waylaid by an accident or illness. The sooner you plan, the better.
Senior Living Options Event
Sensible Financial partnered with Karen Wasserman from Your Elder Experts, a leader in elder care, to create a presentation for our clients and the community. Karen’s talk provided the audience with much-needed information about options in Senior Living. The event was lively and informative and provided the audience with lots of opportunities to ask questions. If [Learn more…]
Older Adult Living Options and Life Care Managers
Often, life care managers can help older adults explore their options ahead of time. Once they are in crisis, it’s harder to make decisions.
CCRC Series: What Do I Need to Know About Continuing Care Retirement Communities?
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.