The Ins and Outs of Senior Housing The Ins and Outs of Senior Housing Becky Eizen Thursday, July 24, 2025 0 Caring for an aging loved one can be challenging, but you don't have to do it alone. Read more
Reflections from a Rabbi Reflections from a Rabbi Rabbi Harold Loss Thursday, July 24, 2025 0 Rabbi Harold Loss reflects on his years of serving the community Read more
The Importance of Community Cable TV The Importance of Community Cable TV Carrie LeZotte Monday, July 7, 2025 0 Carrie LeZotte discusses the advantages and issues of community cable television Read more
Estate Issues Estate Issues Karen Schultz-Tarnopol Monday, July 7, 2025 0 Karen Schultz-Tarnopol discusses issues that families face after a loved one passes away. 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