Who will pick your Retirement Living Solution?
April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living!
Video series:
Part 1:April and Brock introduce the idea of Senior Living communities and that No plan fits everyone. https://youtu.be/RiMyNeFp8uM
Part 2: Part 2: How do you know when you need a new living situation? Planning for Senior housing transitions. https://youtu.be/brRBx2SeTco
Part 3: How do you help “mom or dad” get the living help they need? Planning for Senior Housing transitions. https://youtu.be/TgDTM3lZZGY
Part 4: You are watching this part!
Get in touch with April: https://www.seniorhousingadvisoryservices.com/
Talk with Dr. Brock: https://www.kimballcreekpartners.com/meet-brock-bennion
No Plan Fits Everyone: Introduction to Senior Housing. (Part 1)
April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living!
Video series:
Part 1: You’re watching this part!
Part 2: Part 2: How do you know when you need a new living situation? Planning for Senior housing transitions. https://youtu.be/brRBx2SeTco
Part 3: How do you help “mom or dad” get the living help they need? Planning for Senior Housing transitions. https://youtu.be/TgDTM3lZZGY
Part 4: Who is going to make decisions for you? The importance of planning ahead. https://youtu.be/VC24vqAxKRg
Get in touch with April: https://www.seniorhousingadvisoryservices.com/
Talk with Dr. Brock: https://www.kimballcreekpartners.com/meet-brock-bennion
How to know when you need a new situation? (Part 2)
April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living!
Video series:
Part 1: April and Brock introduce the idea of Senior Living communities and that No plan fits everyone. https://youtu.be/RiMyNeFp8uM
Part 2: You’re watching this part!
Part 3: How do you help “mom or dad” get the living help they need? Planning for Senior Housing transitions. https://youtu.be/TgDTM3lZZGY
Part 4: Who is going to make decisions for you? The importance of planning ahead. https://youtu.be/VC24vqAxKRg
Get in touch with April: https://www.seniorhousingadvisoryservices.com/
Talk with Dr. Brock: https://www.kimballcreekpartners.com/meet-brock-bennion
Planning for Housing Transitions. (Part 3)
April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living!
Video series:
Part 1: April and Brock introduce the idea of Senior Living communities and that No plan fits everyone. https://youtu.be/RiMyNeFp8uM
Part 2: How do you know when you need a new living situation? Planning for Senior housing transitions. https://youtu.be/brRBx2SeTco
Part 3: You’re watching this part!
Part 4: Who is going to make decisions for you? The importance of planning ahead. https://youtu.be/VC24vqAxKRg
Get in touch with April: https://www.seniorhousingadvisoryservices.com/
Talk with Dr. Brock: https://www.kimballcreekpartners.com/meet-brock-bennion
Efficient Charitable Donations- Wealth Insights #3
What is the best way to donate to a non-profit? We use strategies to increase tax efficiency and get more funds to those who need them. This enables our clients to be more purposeful in their donations so they can make an impact to the causes that are important to them.
How To Prepare for Change- Wealth Insights #2
How do I financially prepare for the death of a parent?
How do I retire from my job?
What are the risks I face as I build wealth?
Life is full of change. We help client navigator difficult times, so they can focus on the things that matter most to them.
Stock Markets Aren’t Normal- Wealth Insights #1
What is the average return of the market? The answer could be misleading because markets are not normal. If you are trying to figure out what to expect from the stock markets, you need to understand why the “average return” doesn’t tell the whole story.
What is a “second opinion” of my portfolio?
We are often asked to provide “second opinions” on investment portfolios. Sometimes an investor has managed their own finances for years and is looking for a professional “tune up”. Other times they have been using an advisor and simply want the comfort of some extra due diligence.
Second opinions help to ensure proper investment selection, financial alignment, and reasonable fees.
In this video, Dean and Brock discuss the information they look for when conducting a “second opinion” analysis.
Roth vs Traditional IRA
“Should I choose a Roth IRA or a Traditional IRA.” This is one of the most common questions we hear from individuals who are saving for retirement. There are some important differences regarding when you pay tax and who is eligible.
The most important thing you can do is SAVE! Yes, you will be able to look back in 30 years and say definitively if a Roth or Traditional IRA was your best choice. Some of this will depend on forces that you can’t fully control. Things like tax law changes, your income in retirement, and the rate that you will draw upon your retirement savings. What you can control is your dedication to a savings program.
What the video above for a more complete discussion on Roth vs Traditional IRAs.
Big Bank or Independent Advisor?
There are a lot of places you can go to get financial advice.
So why choose a local, independent advisor vs. a “Big Bank” or National Chain?
In this video we discuss some important characteristics of our Independent Advisor business model.
