Considering a move to a Life Plan Community like Frasier but unsure about the financial aspect?
Nate Samek, a Certified Financial Planner with Baird in Boulder, shares his insight. In a video presentation, he guides you through calculating whether such a transition aligns with your financial plans. Nate explores evaluating personal expenses in the context of a life plan community versus your current situation. Gain insights into funding the entrance fee and discover potential tax benefits associated with moving to Frasier.
Additionally, he provides a checklist of essential documents to streamline your evaluation process. Don’t let uncertainty hold you back; watch the video to make an informed decision about your future at Frasier. Click here to access this invaluable financial guidance.