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 you[Learn more…]
Older Adult Living
Do you have any recommendations for online resources that might help me make a decision?
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 you[Learn more…]
How does a life care manager charge for services?
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 you[Learn more…]
What Do I Need to Know About Continuing Care Retirement Communities? (Part 8: Wrap-up)
Last April, I began a seven-part series on CCRCs (Continuing Care Retirement Communities). Many of our clients were asking about retirement options and I decided CCRCs were a good place to start my research. In addition to reading about the subject, I spoke to senior living experts, CCRC administrators, and residents to ask them about[Learn more…]
Is a CCRC worthy of having me as a resident? (continued) (Part 7 of 8)
Additional questions to help you decide if a CCRC is right for you. (Last in the series of 7 articles on CCRCs.) In a previous article, I suggested questions to ask a CCRC finance team member about the community’s long-term financial viability to determine whether it’s the right place for you. Chances are, by the[Learn more…]
Is this CCRC worthy of having me as a resident? (Part 6 of 8)
Click here to see my previous articles on CCRCs. (This is part 6 of 7.) Part 1 – How financially strong is the community? When our clients consider moving to a Continuing Care Retirement Community, they usually ask the advisor whether they qualify financially. It’s equally important to determine whether the CCRC under consideration is[Learn more…]
Am I Eligible to Live in a Continuing Care Retirement Community? Part Two (Part 5 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, the various types of contracts, and explained the difference between affordability and eligibility. In this article, I will give a concrete example of the latter. Introducing Martha, a CCRC applicant Here[Learn more…]