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Archive by tag: long-term planningReturn
This completely free presentation by Clem Hoober, CPA, Gift and Estate Design Consultant with Orchard Alliance, will help you to learn how to craft a will that's legal, biblical, and matches your desires.
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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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The holiday season is a time for joy, togetherness, and fun family traditions. For many adult children, holiday gatherings offer and opportunity to visit their senior parents after months of separation. While the focus is often on festivities and catching up, it's crucial to be vigilant about your aging parents' well-being. If you’re wondering how to deal with aging parents’ health down the road, the good news is that you can take small steps, beginning with assessing how they’re doing.
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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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Moving into a senior community while you’re able to plan well, attend to all the details, comfortably execute the move, and enjoy the benefits of an independent lifestyle in your new home is ideal. Beyond that, is there a specific time of year when it's most ideal to move? We encourage you to consider springtime!
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As your aging parents and other close senior family members move through the years, you may begin to worry that they are not as safe, healthy, or happy at home as they once were or could be. It’s common to start noticing potential problems during the holidays or at major family gatherings, when people can become overwhelmed by the demands of the occasion, revealing underlying challenges. However, you can use these important times of year to begin addressing emerging care needs. Here’s what you...
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If you care about the community you live in and the people and organizations that help it to thrive, or if you are passionate about certain causes, it’s natural to want to do your part in helping to address major problems. Here are some ways to give back to (and be more active in) your community.
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Just like each person has their own personality, each group of people has its own unique culture. Within the Chapel Pointe family, our culture unifies us and sets us apart from the crowd. Keep reading to discover five reasons why the Chapel Pointe culture is special.
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