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how we plan / Planning for your Family & Home /

Finding the Right Retirement Living Option


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.

Next up:
Creating a Plan

Have a question?

Speak with Myles VanderWeele, CFP®, Principal who provides investment advice, portfolio design, and financial planning advice to private clients.

Myles VanderWeele, CFP®

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.


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