From Your Leaders in Aging Services  •  Presbyterian SeniorCare Network  •  Lutheran SeniorLife
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Living Independently Blog

The 5 Best Things to Do Now with Your Financial Plan Featuring Bob Bruce

Have you been asking yourself “What happens now?” when it comes to your long-term financial plan? If you have, you’re not alone.

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The Seven Signs You Need an Estate Planning Check-Up with Julian Gray

View this pre-recorded webinar featuring Julian Gray, Certified Elder Law Attorney and founder of Julian Gray Associates. He discusses the things you should be looking out for when it comes to estate planning. His expertise in this field will help you evaluate whether your estate plan is where it needs to be to ensure you’re prepared for the future. Topics he covers include:

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Fidelity Investments Family & Finance Executive Summary

According to the Fidelity Investments Family & Finance Study, while children are willing to help their parents as they age, 4 in 10 families disagree on the roles and responsibilities children should assume. It’s critical to have a plan now for the future that your family and friends agree upon. This study will help you understand:

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