Financial Advisors: How to Safely Advise Clients on Senior Living Choices
In a prior career, before founding myLifeSite, I worked as a financial advisor for nearly 14 years. Many of the older clients I advised were curious about the benefits of continuing care retirement communities (CCRCs), also known as life plan communities—particularly the on-site access to a continuum of care. Yet this senior-living option often complicates … Read more