Financial planning is really about life planning. Throughout my career as a financial planner and advisor, I’ve had many conversations about long-term care options and discuss the importance of addressing the near- and far-term events of the future. I’m also someone who has gone through the process of long-term care planning in my own life, […]

My client, who I’ll call Mary, drove away from a tour of a retirement community last week after culminated months of consideration of long-term care choices. Together over many conversations, we have been wading through considerations of long-term care planning for Mary and her husband.  At 55 and 65 years old respectively, they could be […]