Category

Elder Planning

A&I Financial Services

From Memories to Heirlooms: A 7-Step Guide to Legacy Storytelling Have you ever wished you could capture the wisdom and stories of your elders before it’s too late? As we age, the importance of passing on our experiences and memories becomes more apparent, but the challenges of doing so can seem daunting. Bernie and Zelda...
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"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!
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An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...
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Three pillars of a happy retirement are money, health, and relationships. As we age, health becomes more and more important. If you, or a loved one, is looking for home healthcare, you may want to start your search here: the Medicare website. Home healthcare agencies are registered with Medicare, so they can receive Medicare payments....
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Aging plan, end of life plan and estate plan
We discuss the three plans everyone needs as we age. 1, a plan for our health, wellness and care. 2, a plan for our end-of-life. 3. An estate plan. Learn ways to improve care, expand your options and empower everyone to achieve “aging on your own terms.”
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Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
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