how we plan / Planning for your Family & Home /

Finding the Right Retirement Living Option

TALK TO
AN EXPERT

While staying in the family home may be the desired option for many seniors, it may not be practical or even feasible. Deciding on the appropriate housing option is a complicated decision involving many different factors, both financial and nonfinancial. Some different housing options to consider are:

  • Independent living communities
  • Dependent (assisted) living facilities
  • Nursing homes
  • Continuing care retirement communities (CCRCs)

We help educate our clients on these different options as they relate to affordability, level of medical services provided, social life opportunities, and personal services offered. We can also provide a list of questions to consider when visiting these types of facilities.

Speak with Myles VanderWeele, CFP®, Principal, who provides investment and financial planning advice for clients and is responsible for a specialized program to meet the unique needs of attorneys.

B|O|S Recognition

B|O|S is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox