Are Retirement Communities a Smart Financial Move?
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 event, January 30th, 2019, 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.
Can’t attend our event in person? Complete the form below and we will e-mail you a copy of the event materials.
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