Age in Place or Move to a Retirement Community?

Our wealth planning process helped our client examine the financial and living tradeoffs of retirement living options, so they could make a well-informed decision.

Should I age in my own home or move to a retirement community? Working with a longstanding client, we listened to their concerns and illustrated the financial impact of each choice they were evaluating while discussing the pros and cons of different living situations. From this, they were able to make an informed decision as to the financial feasibility of each option and make the choice that best aligned with how they saw their golden years.

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