Richard Davis - HOW TO NAVIGATE YOUR PERSONAL FINANCIAL PLAN

living facility for a loved one:

Location. Consider whether it’s best to select an assisted living facility in the same area where you loved one currently lives or if it’s worth relocating them to be closer to you or other family members. Meals. How many meals are offered each day? Are snacks included in the monthly base fee? Are meals designed with senior nutrition in mind? Do they cater to specific dietary restrictions? Staff. What kind of training or certifications do staff have? Do staff seem friendly and knowledgeable? Are any health care providers on-site? What’s the staff-to-resident ratio?· Amenities. Consider what amenities are important to your loved one. For example, does the community have a garden or a pool? How often is housekeeping provided? Is laundry included in the monthly fee? What transportation services are available?· Social activities. Does your loved one have a hobby or particular interest? Be sure to ask if these specific activities are offered. Ask for a calendar of community activities and programs. Wellness. What wellness and exercise programs are offered at the community? Is there a fitness room or gym? Are modified fitness programs available to residents with limited mobility? Costs are a significant factor to consider when choosing an assisted living community. Don’t hesitate to ask questions to help you understand how costs are calculated and whether move-in specials are available. Ultimately, there’s no substitute for visiting a community and experiencing a typical day. Touring an assisted living facility provides opportunities to see the building, assess cleanliness, witness staff interactions with residents, try a meal, participate in activities, and talk to other

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