AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020 to stay current on the latest financial planning resources. Chris answers a mailbag question "Will social security run out?"

Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both traditional and hybrid products.

Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about financial scam – from home repair, to the black widow, to grandparent scams.

Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm's evolution, rebranding from Brown, Lindquist, Fenuccio, & Raber, and some of their key projects.

Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the "Planning for Medicare: Countdown to 65" webinar at AMRfinancial.com.

Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank's role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing for the forgiveness process.

A widower shares her story – both her financial and personal experiences. Keats Boyd III, President of boydandboydpc.com talks about proactive planning for accessing digital assets (social media, online photos and books, etc.) of a deceased family member.

The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you'd like to receive the AMR paper "Financial Planning for Widowhood", which provides tips for planning ahead and steps to take after the loss of a spouse, email [email protected] or call 508-771-8900.

Keats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns, and administering the trust. Chris answers a client's question about investing in stocks.

The AMR team discusses how to prepare for widowhood. Email [email protected] or call 508-771-8900 if you'd like the AMR paper "Financial Planning for Widowhood", which provides tips for planning ahead and steps to take after the loss of a spouse.