Tag: Your Successful Retirement
Care Options for Older Americans

Care Options for Older Americans

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It used to be simple: either your family took care of you at home, or you went into a nursing home. But those days are long gone. 

Dennis O’Keefe walks through the four levels of elder care today: home care, senior living, assisted living, and nursing homes, and explains what each one actually means, how much they cost, and what kind of planning families should be doing now to prepare.

He shares stories from his own family, clients, and favorite TV shows (yes, The Sopranos) to help illustrate just how much the landscape of aging has changed and how important it is to drop the outdated myths. 

Whether you’re caring for aging parents or thinking about your own future, this episode will give you the clarity and confidence to move forward.

What to expect in this episode:

  • What “home care” really includes and why it’s more than just medical help
  • Why food and activities might be the most important factors for long-term independence
  • The truth about Medicaid: what it pays for, and what it doesn’t
  • The emotional and financial trade-offs of preserving money for your kids vs. paying for your own care
  • And more!

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Elderly Planning: What You Need To Know

Elderly Planning: What You Need To Know

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When it comes to planning for retirement, most of us stop at saving and investing. But what about the years after 80, the stage when care, housing, and advocacy become crucial?

In this episode, Dennis O’Keefe, CFP®, shares personal stories of his own family’s journey through late-stage care, housing transitions, and the emotional complexities of supporting loved ones. 

He explains why thinking conceptually about your future needs before jumping into legal documents or strategies lays the foundation for confident, compassionate decisions later on.

What You’ll Learn:

  • Why family proximity matters for future care
  • How housing design today can save stress tomorrow
  • Why “thinking ahead” beats rushing to estate documents
  • What questions to ask now to prepare for your 80s and beyond
  • And more!

Connect with Dennis O’Keefe: 

 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
How To Financially Support Your Adult Children, Without Enabling Them (Part 2)

How To Financially Support Your Adult Children, Without Enabling Them (Part 2)

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What if the greatest financial gift you could give your children isn’t money, but foresight? 

In this second installment of how to support your adult children, Dennis O’Keefe, CFP®, shifts the focus from today’s challenges to tomorrow’s realities. Drawing on personal stories, national trends, and decades of planning experience, Dennis explores the silent storm ahead: rising living costs, delayed parenthood, demographic shifts, and a changing retirement landscape.

You’ll learn how to prepare your family for:

  • The high cost of urban living and the difficulty of building in America’s cities
  • Declining birth rates and what that means for care in old age
  • The future of Social Security and the role immigration may play
  • Your changing role in the family, from “king” to “sage”
  • And so much more!

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.