Creating a New Chapter Creating a New Chapter Ira Goldberg Friday, October 17, 2025 0 From Work Mind To a Creative Mind Read more
Medicare Changes to Look for Medicare Changes to Look for Joanne Giardini Russell Friday, October 17, 2025 0 2025 Changes in Medicare That You Need To Know Read more
Aging In Place Aging In Place Jamie Oldham Saturday, September 20, 2025 0 Retrofitting your home for aging in place Read more
Comparing and Contrasting Senior Living Comparing and Contrasting Senior Living Tammi Gripton Saturday, September 20, 2025 0 Exploring differences between independent living, assisted living, memory care and residential care communities, Read more
Monday, June 16, 2025 / Categories: Featured, Financial, Retirement Crucial Financial Strategies As We Retire Rebecca Abel, CFP, CDFA Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel Previous Article Moving Seniors with Planning and Compassion Next Article Mishaps and Negligence in Senior Living Facilities Print Tags: Rebecca Abel Financial Planning As We Retire Smart Senior Retirement Plans Oakpoint Investment Partners