Aging Well: Enjoying Life on a New Scale
Where — and how — do you want to live when your work and family responsibilities become simpler and you can make choices just for yourself?
Imagine finally having a reduced work schedule, fewer family responsibilities and being free to make your own choices. That’s what happened to Grimaldi & Yeung clients William and Flora Dubcek. They had spent time raising their children and then, caring for William’s elderly mother, with whom they shared a two-family home. Because they had been thrifty, they had a number of options. Cautious by nature, they came to Grimaldi & Yeung for help in evaluating their choices and planning so they would not be a burden on their own children. We helped the Dubceks:
- Sell the two-family home, which was too big to meet their needs.
- Consolidate their savings, including separate retirement finds and a variety of small investments, including funds they inherited from William’s mother.
- Locate and purchase a smaller home in the same neighborhood.
- Resolve an ongoing dispute with William’s sister regarding their mother’s estate.
- Preserve their independence and financial well-being as they grow older.
- Establish decision-making criteria to realize the cherished dream of a second home in rural Pennsylvania.
Now the Dubceks are enjoying their lives, confident that they won’t be a burden to anyone.
