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Important Stuff

We enjoy sharing ideas and insights that add additional value for clients. Here are some tools and resources we suggest you explore.

MyDirectives – Families with a plan cope better in a crisis. Don’t burden your family with difficult, emotional decisions. Tell them what you want.

The National Association of Senior Advocates – NAOSA’s mission is to protect seniors, and does that by publicizing unethical business practices across as many industries as possible. NAOSA also promotes the ethical and honest businesses and professionals – who do great work across a wide range of industries. Bill is an Advisory Board Member of this organization, and consumer membership is free – sign up to get scam alerts and updates.

LifeSpan Care Management, LLC is an organization that helps consumers navigate ways to care for family members and loved ones. This site has lots of free evaluation tools to take the guess work out of caregiving decisions, including an Elder Care Needs Evaluation, a screening tool designed to determine the best living arrangements, and an Aging Crisis Questionnaire, a self-assessment that helps families understand the kinds of problems they should anticipate and prepare for.

Genworth 2019 Cost Of Care – Calculate current and projected long-term care costs, compare locations, and access helpful resources including the interactive map.

HECM Advisors Group – A reverse mortgage (HECM) loan is insured by the Federal Housing Administration (FHA). Loan proceeds can be used to pay medical bills, to finance living expenses, in-home care, or any extra cash can be saved for unexpected expenses.

The Living to 100 Life Expectancy Calculator uses the most current and carefully researched medical and scientific data to estimate how old you will live to be.

Retirement Income Literacy Quiz – Understanding issues such as when is the best time to retire, how to maximize Social Security and employer-provided benefits, and how much can be safely withdrawn from a portfolio are all critical to a secure retirement. See how you do and to learn something new about retirement income planning.

Long Term Care Calculator – a useful tool to help you determine how much long term care coverage you need to plan for in the future and the type of coverage you should look to obtain. Thinking through what your future might hold will take a great deal of risk off your plate and help you feel more confident about your future.