What’s your senior living plan?

Someday occupational income will no longer be an option. Save money and plan ahead so that you can be able to live on accumulated assets, large or small. Planning is for everyone.

Age-related housing should be part of the conversation whether you intend to fully retire or not. Ease of care for aging in place and long-term care components are part of a comprehensiveretirement plan.

“The conversation starts from the financial side, but it is a great segue to the all-important discussion about aging expectations and the role of children for older adults,” Stuart said. “We’ll talk about the style of house, options for socialization, and the role of nearby family members.”

There are distinct advantages to retirement planning as soon as the nest is empty, and you are still working. For instance, early retirement may be an option if you can reduce your mortgage when the large house is no longer needed.

Together we will work toward your personal financial goals for a confident retirement plan. From Roth IRAs to 401(k) plans, we offer a variety of retirement accounts to suit your individual needs. We offer advice on complicated issues such as Social Security and Medicare options.

The conversation starts from the financial side, but it is a great segue to the all-important discussion about aging expectations and the role of children for older adults. We’ll talk about the style of house, options for socialization, and the role of nearby family members.
— Stuart Wood