THOUGHT LEADERSHIP
Explore our market insights, commentary, and latest thinking regarding wealth management and investment management trends, products, and strategies to keep up to date on important financial and economic developments that may affect you and your family.
Most Recent Blog Post
Senior Housing: Exploring Independent Living, Assisted Living, CCRCs, and Skilled Nursing
Written by John O’Callaghan CFP®
As people age, they often face an on-going decision of where to live. Therefore, we will be exploring the current differences between independent living, assisted living, continuing care retirement communities (CCRCs), and skilled nursing, as well as their average costs.
Written to serve as an inspirational retirement planning guide, The Art of Retirement is meant to help you along life’s journey by exploring the story of Michelangelo’s life and art as a parable to show you how you can create your own life’s masterpiece. All profits from book sales go directly to charity.