We are frequently asked to assist clients with financial planning for their retirement or the payment of long-term care. Unfortunately, we find that clients have often made significant mistakes in their investment planning. Having a clear-cut, simple financial plan in place is a good idea for everyone, regardless of age. However, a growing …
Archives for August 2022
Should you sign a nursing home admission agreement?
CBS Mornings program recently carried a segment on family members and friends being held responsible for their loved one’s nursing home bills. I had a client come into my office this week with a bill from a nursing home. The total bill for one month was $19,400. That is $646.66 per day for those of you keeping score at home. The services …
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Become Aware of the seven stages of Alzheimer’s
QUESTION: The bombs dropping all around me during my time in Vietnam were nothing compared to the news that was just dropped on me. My, wife, who is only 64 years old, has just been diagnosed with early onset Alzheimer’s. I don’t know what I should do, who I should turn to and what I need to do next. I’m so afraid for my wife and our future and …
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