EPISODE · Oct 2, 2024 · 19 MIN
Ep #125 - Is a Retirement Community For Me, Financially?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
Demand for senior living communities is growing due to an aging population, longer life expectancies, and increased awareness of the benefits of community living. But there are a lot of financial implications to making such a move. Whether “downsizing” “upgrading” or adding the benefits of having skilled care for potential needs later in life – retirement communities aren’t cheap. Listen in as Adam and Ben share different planning considerations for retirees who may be looking to make a move. Tracking #T007822Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Demand for senior living communities is growing due to an aging population, longer life expectancies, and increased awareness of the benefits of community living. But there are a lot of financial implications to making such a move. Whether “downsizing” “upgrading” or adding the benefits of having skilled care for potential needs later in life – retirement communities aren’t cheap. Listen in as Adam and Ben share different planning considerations for retirees who may be looking to make a move....
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Ep #125 - Is a Retirement Community For Me, Financially?
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