“Everyone deserves to enjoy retirement.” It is a generous sentiment. It also invites an important question: What does an enjoyable retirement look like to this person? For one older adult, it may mean traveling while her health and finances allow. For another, it may mean remaining in the home and community she knows. Someone else…
Read MoreTag: Senior Living
Senior living refers to residential housing and care options specifically designed for older adults, typically ages 55+.
How Financial Planners Can Help Older Adults Feel More Confident About Retirement
Imagine a client leaving a meeting with her financial planner feeling encouraged about her retirement plan. They have discussed her goals, reviewed carefully prepared projections, and considered how the plan could adapt if life changes. It was a thoughtful and reassuring conversation. Yet, on the drive home, one deeply human question comes to her mind:…
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What an Older Client’s Hesitation May Be Protecting
During my years in elder care, I sometimes worked with clients who needed help at home for only a few days after knee or hip surgery. Some felt unsteady getting into or out of the shower. They wanted a caregiver nearby in case assistance became necessary, but they did not want someone to bathe them…
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Longer Life Gives Us More Choices. Wisdom Helps Us Choose Well.
One of the greatest gifts of living longer is not simply having more years. It is having more choices. Not long ago, life followed a fairly predictable pattern. We completed our education, built a career, raised our families, and eventually retired. For many people, retirement marked the closing chapter of their working lives. Today, that…
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Why Experience Matters More Than Ever
We often think of experience as something we leave behind. We refer to our years of experience, our work experience, or our life experience as though those chapters belong neatly in the past. Perhaps that is why so many people underestimate one of the greatest assets they already possess. Experience is not simply a record…
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