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When #widows, #widowers and adult children helping loved ones are wondering how to best fund their Entry Fee in a #CCRC or Life Plan Community they now have a helpful starting point with our Guide below. Just about every retirement account is listed with helpful "Questions to Ask my Advisor" at https://lnkd.in/gWv4QZ35 #seniorliving #seniorcare #seniorlivingprofessionals #seniorcareadvocate #seniors #seniorlivingmarketing

👋 Quick Question: Are you ready to ensure a comfortable and secure retirement? 🤔 Our latest article continues our discussion of 10 essential steps you can take. This week we talk about modifying your home for accessibility to integrating smart technologies for independence, and regularly reviewing your estate plan. These strategies can give you peace of mind in your golden years so don’t miss it! ▶️ https://lnkd.in/ehDpBrzV #debbiebabblaw #estateplan #assetprotection #wealthprotection #wealthbuilding #trustsandwills #losangelesestateplan #CAestateplanningattorney #losangelesattorney #familybusiness #smallbusiness #family #familylegacy #personalfamilylawyer #personalfamilylawyerCA #losangelespersonalfamilylawyer #generationalwealth #multigenerationlawyer #peaceofmind #adulting #specialneedsplanning #specialneedstrust #specialneedsadvocate #parenting #familylegacy #guardian #businessplanning #avoidprobate #losangelesmom #CAmom

When a spouse transitions into aged care, it's common for an adjustment period to ensue, impacting both the spouse receiving care and the one remaining in the family home. While some individuals adapt smoothly to these changes, often the spouse not in care may choose to downsize, relocating to a retirement village, a smaller residence, or moving in with a family member. This shift in living arrangements requires careful consideration regarding asset management, income adjustments, and any property transactions. At Alteris, our advisers specialise in navigating the complexities around this stage of life and the transitions that occur with aged care. Contact us today to learn more about our specialist aged care and financial planning services. #agedcare #agedcareaustralia #agedcaresydney #retirementvillage #retirementliving #alterisfinancialgroup #prosperityforlife

How Medicare and Social Security work together: Many people are eligible for Social Security and Medicare at the same time. This group includes the following: Those who are 65 or older and get Social Security retirement or survivors’ benefits. Those who have received Social Security disability benefits, or SSDI, for 24 months. Those who are 65 or older and get Supplemental Security Income benefits, or SSI.

Attention all prior service veterans! Did you receive a VA rating and think you can't complete your 20 years and collect your retirement? Think again! Check out this informative YouTube video on how you may still be able to serve and collect your retirement benefits. #vadisability #navyreserve

Do you know what will happen to your biggest assets if something happens to you? You might assume your house 🏠 and retirement savings 💰will automatically go to the people you want if you die or become incapacitated, but this isn’t guaranteed, unless you plan ahead. Schedule a complimentary 15-minute call with my office to learn how we can protect your most valued assets. 🔏 🤲 ▶️ https://lnkd.in/d5KVe8Fn #flagstafflawgroup #trusts #wills #livingwills #powerofattorney #probate #estateplan #guardianship #healthcaredirective #legacy #familylegacy #assetprotection #personalfamilylawyer #estateplanningattorney #family #adulting #flagstaff #azmom #flagstaffmom #flagstaffattorney #arizona

The rise and rise of the multi-retiree family Sixty years old is the new middle age. We’re all living longer, and by 2034, more than one million families may have multiple generations in retirement simultaneously– a 32% increase on today’s figure of 813,000.1 Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both inheritances and day to day expenditure. Financial advice can help the whole family look forward to a retirement on their terms, and financial security that protects the welfare and wellbeing of each generation. https://lnkd.in/e7-rXbtM

If more than one generation of your family is retired, it may be time to rethink the family finances. By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today. Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both inheritances and day to day expenditure. Financial advice an help the whole family look forward to a retirement on their terms, and financial security that protects the welfare and wellbeing of each generation. #inheritance #planyourfuture #yourterms #security

👪Your responsibility often goes beyond providing for your family today - it's about securing their future, too. In this week’s article, we discuss a real-life story about how a $1.15 million retirement account went to a man’s ex from 28 years ago, instead of his surviving family. 😲 It’s a mistake that's more common than you think. ✨Get the details in this week's blog. ✨ ➡ https://lnkd.in/g-hnZ4vP #debbiebabblaw #estateplan #assetprotection #wealthprotection #wealthbuilding #trustsandwills #losangelesestateplan #CAestateplanningattorney #losangelesattorney #familybusiness #smallbusiness #family #familylegacy #personalfamilylawyer #personalfamilylawyerCA  #losangelespersonalfamilylawyer  #generationalwealth #multigenerationlawyer #peaceofmind #adulting #specialneedsplanning #specialneedstrust #specialneedsadvocate #parenting #familylegacy #guardian #businessplanning #avoidprobate #losangelesmom #CAmom