Finance - Lakeview Village

Finance

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Are Retirement Communities a Smart Financial Move?

Emerson Hartzler

You have spent a lifetime accumulating enough wealth to sustain you through your retirement years and leave something to the next generation. The thought of paying an entrance fee and monthly services to a retirement community may result in “sticker shock” if you lack context for what is included in these costs.At our events April 17 or April 18, 2018 Lakeview Village resident and financial planner Emerson Hartzler will explain how moving to Lakeview Village can actually protect, rather than threaten, your financial legacy.

Discover the Value of a Move to Lakeview Village
  • Leverage the value of your home.
  • Minimize your financial exposure to long-term care costs.
  • Consider state and federal tax rules regarding payments to Lakeview Village.
  • Compare your current expenses to expenses at Lakeview Village.

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