As parents, we never endeavor to become a burden to our children, which is why having a plan for aging in place before the time for care comes is important, as is knowing the resources available to individuals and caregivers to help alleviate some of the burden.
Read our Q1 2021 newsletter where we focus on retirement and “the golden years.” Specifically, our CEO Rick Manske opens with some Medicare and longevity guidance. We have three articles on Social Security, from how it fits into your retirement plan to how and when to apply. Our director of tax services gives guidance on downsizing. Our chief investment officer discusses retirement income. Our financial planning manager outlines question to ask to determine if you might need a care manager. And lastly, we celebrate internal news from new hires to recent promotions and awards.