Identity Theft and Personal Data Security Identity Theft and Personal Data Security Protecting yourself from identity theft Monday, June 1, 2020 0 Jon Isenberg, of Elijah Information Technology explains how identity theft can happen, how to protect yourself, and how a Computer Forensic Expert will help you mitigate the damage and to seek... Read more
Retirement Planning from a Place of Sufficiency Retirement Planning from a Place of Sufficiency Scarcity vs. Sufficiency in Retirement Planning - Upending the Money Management Model Monday, June 1, 2020 0 Benjamin Combs discusses scarcity vs. sufficiency in retirement planning, and upending the money management model as he launches The Advisory Cooperative, a new virtual and brick-and-morter... Read more
Golden Connection Letter Writing Golden Connection Letter Writing Fighting Loneliness and Isolation Through Letters Monday, May 18, 2020 0 Bernadette Hudgins' Golden Connection Senior Services is a caregiving and consulting firm, whose focus is providing companionship and engaging in interactions and technology for seniors. Read more
Interior Design for Seniors Interior Design for Seniors With Shari Stein of Design Team + Thursday, May 14, 2020 0 Shari Stein is the principal interior designer of Design Team +, in Birmingham, Michigan. In this interview, we discuss her passion in designing user-friendly homes and assisted living facilities... 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