Posts Tagged ‘Long Term Care’
Register for our upcoming Medicare 101 Class!
This Class is for: Anyone Turning 65 in the next 12 months Anyone already 65 retiring off a group plan in the next 12 months Anyone on a Medigap Plan that has seen increased premiums Anyone with Questions about Medicare Register for our Medicare 101 Class at the Retirement Prosperity Education Center Saturday, May 5th…
Read MoreLittle-Known Law helps pay for Long Term Care
In August of 2006, President Bush signed into law the Pension Protection Act of 2006. The Act had one great element: it helps individuals to get Long Term Care protection. This is achieved by providing tax advantages to those who exchange existing deferred annuities contracts or life insurance policies for new linked-benefit annuity contracts or…
Read MoreBest Places to Live in Retirement
Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…
Read MoreTrends in Nursing Homes: Cultural Fit
If you or a loved one needs nursing home care, wouldn’t it be nice to live in one that triggered fond memories and felt like coming home? A new trend in nursing homes is to create a community of similarly situated residents, such as those of a particular faith, ethnicity or even an alumni group.…
Read MoreRetirement Doesn’t Have to be an All-or-Nothing Proposition
The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire in phases, or even intermittently,…
Read MoreInvesting for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…
Read MoreThe William Penn Inn October 24th
Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner Seminars to learn about your…
Read MoreThe Bay Pony Inn October 12th
Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!
Read MoreRPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers
Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato, founder of Quaker Wealth Management…
Read MoreThe Buck Hotel October 4th
Don’t Let Political Uncertainty Effect Your Retirement! The Buck Hotel – Feasterville, PA October 4, 2017 Tonight was a very interactive night with our audience at The Buck Hotel in Feasterville, PA! Preparing for Retirement? Have questions about what your next steps should be? We offer free consultations and information on what the best holistic plan…
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