Planning for the Future

Home/Service Providers/Planning for the Future

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

Categories

  • Elder Law
  • Estate Planning
  • Financial Planning & Money Management
  • Funeral Planning
  • Insurance
  • Reverse Mortgage
  • How to Set Financial Goals You Can Keep

    The start of a new year gives many people motivation to take a fresh look at their finances and focus on their goals for the future - but, as the year progresses, this enthusiasm can fall to the wayside. If you’re someone who falls into this trap, there are steps you can take to stay motivated and set attainable goes for 2021 and beyond. [...]

    2021-03-16T17:11:29-04:00March 16th, 2021|Financial Planning & Money Management|

    “One Shoe Does Not Fit Everyone’s Foot”

    When considering Medicare options, should you consult with a Seniors’ Health Insurance Information Program (SHIIP) volunteer or a licensed Medicare and health insurance broker? In central North Carolina, there are 74 different prescription drug and Medicare Advantage options and 64 Medigap plans to choose from. Picking the right plan is critical. [...]

    2021-03-16T16:37:38-04:00March 16th, 2021|Insurance|

    “Changes”

    Long term care insurance provides dollars to pay for needed care in the home or facility settings in the event of an extended illness or accident. It is assistance provided to loved ones because of their inability to perform the normal activities of daily living due to an illness, injury, or progressive cognitive impairment [...]

    2021-01-22T14:02:10-05:00January 22nd, 2021|Insurance|

    Got Diabetes?

    If you or someone you know has diabetes and/or congestive heart failure - and reside in Guilford County - there is a newly available $0 dollar premium Medicare Advantage Chronic Special Needs Plan that will substantially lower prescription drug and health care copays! There are over 32 thousand Medicare eligible residents [...]

    2020-12-17T18:17:43-05:00December 17th, 2020|Insurance|
    Load More Posts
    Go to Top