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Archive by tag: FinancesReturn
Thursday, May 30 | 2 pm | Chapel Pointe’s Henry Chapel
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This completely free presentation by Clem Hoober, CPA, Gift and Estate Design Consultant with Orchard Alliance, will help you to learn about this tool that can help people over age 65 to receive a tax deduction today, an additional steady income for life, and support your favorite charities.
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You probably already know that interest rates and inflation dynamics impact our economy, but you may be surprised to discover that other factors, like artificial intelligence (AI) and even Taylor Swift, also have massive impacts. Watch this easy-to-understand presentation about the current state of our economy, how we got here, and where we may be headed.
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Donating to a nonprofit CCRC is not just a philanthropic act; it's an investment in the well-being of our aging population. Your donations can have tax benefits, mental health benefits, and a lasting positive influence.
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When it comes to retirement savings, most mishaps occur when individuals’ outlooks lean too heavily into one of two extremes: overly complacent (overconfidence) and the overly pessimistic (overanxiety). Here are some of the most common personal finance myths you’ll need to correct in preparing for retirement.
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If you’ve made the wise decision to spend your golden years in a Continuing Care Retirement Community (CCRC) or Life Plan community, you’ll find that of these, there are two types of retirement communities: for-profit and not-for-profit or nonprofit organizations. For-profits currently make up about 80% of senior residential care communities in the US. It’s essential to do your research on any CCRC—and your financial assets—before making a senior living decision. Le...
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If you’re a natural planner—and even if you aren’t—you may be wondering how to approach retirement planning, especially as it relates to your living situation. Particularly if you’re hoping to take some of the stress and cost out of your senior living equation, you may be considering moving into a Continuing Care Retirement Community (CCRC). But how much will this cost? Can you afford a CCRC? What is the best way to save for senior living? Read More ...
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