Financial planning

Neil & Betsey Cullen

Meet the Cullens

Betsey and Neil Cullen moved into the Brandywine Valley after living and working in Andover, MA at Phillips Academy. Betsey worked in the Development office, and Neil was the Chief…

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Social Security Increase- What This Means for You

How Will the Social Security COLA Affect Me? This year, the Social Security Administration (SSA) authorized one of the largest Cost of Living Adjustments (COLA) in recent memory. In their…

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taxes and calculator

Retirement Is a Game of Numbers

Retirement really is a game of numbers! In our last post on the advantages of choosing to live in Pennsylvania versus Delaware, we shared with you the following advantages when…

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Financial market ups and downs

Real Estate Market Ups and Downs

Interest rates have been going up and as a result, the Real Estate market is changing. With mortgage rates at their highest point since 2011, buyers are cautious about jumping…

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taxes and calculator

Retirement Tax Planning- Pennsylvania v. Delaware

Retirement is ultimately a game of numbers. What can I afford? How much income do I have? When should I retire? And the big question – Where should I retire?…

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Money puzzle

Financial Facts About Retirement Communities

Retirement living decisions are complex. You have to make decisions about timing, about location, and about finances. Because these decisions are complicated, it helps to have the facts up front,…

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checklist

9 Questions to Ask About Finances

Joining a continuing care retirement community like Kendal-Crosslands is a big financial commitment. Communities are making promises to care for you for years to come, and it’s important that you…

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cottages

Understanding How Your Long Term Care Insurance Policy Can Work With A Life Plan Community

When people consider Life Plan Communities (formerly known as Continuing Care Retirement Communities (CCRCs) such as Kendal-Crosslands communities, one of the questions often asked is how a long term care…

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checklist

Tax Prep Checklist for Seniors

Spring is tax season, and there always seems to be additional paperwork required that you might not have considered, causing headaches whether you file your own taxes, use tax prep…

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