by Elias Papasavvas | Jun 12, 2024 | Featured, News, Retirement Accounts, Tips, Uncategorized
As you plan for retirement, making informed choices about your living arrangements is more important than ever. Continuing Care Retirement Communities (CCRCs) and Life Plan Communities offer a range of services tailored to meet the needs of seniors at different stages...
by Elias Papasavvas | Jun 9, 2024 | Featured, News, Retirement Accounts, Tips, Uncategorized
As you plan for retirement, making informed choices about your living arrangements is more important than ever. Continuing Care Retirement Communities (CCRCs) and Life Plan Communities offer a range of services tailored to meet the needs of seniors at different stages...
by Elias Papasavvas | May 21, 2024 | Featured, News, Retirement Accounts, Tips, Uncategorized
How do seniors pay their CCRC Entry Fee? In this article we discus practical options like utilizing home equity, taking out bridge loans, borrowing from stock and converting life insurance policies. It also highlights how financial planning with professionals can ease...
by Elias Papasavvas | Jan 2, 2024 | Featured, Retirement Accounts
In this article we outline thoughts and questions to consider with your tax and financial advisors if you are considering a withdrawal from your Thrift Savings Plan to pay for your Entry Fee in a CCRC or Life Plan Community. Please note: While this page is not tax or...
by Elias Papasavvas | Jan 2, 2024 | Featured, Retirement Accounts
In this article we outline thoughts and questions to consider with your tax and financial advisors if you are considering a withdrawal from your 457(b) Plan to pay for your Entry Fee in a CCRC or Life Plan Community. Please note: While this page is not tax or...
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