For many people, the circumstances of the last year brought into focus life priorities and finances. Often, the two are intertwined. Planning for the future and having the ability to weather uncertainty have proven worthy goals, and there are resources aplenty for bolstering your financial security and being able to afford both the things you’ll want and the things you’ll need as you and your family grow older. Whether the pandemic has you caring for an older loved one in the home or thinking about your own retirement, now’s a good time to access the resources available that will help you make the most of your years and live well. Gain more confidence in your future security, and learn more from the following professionals about retirement savings, estate planning, financial protection, in-home care, and arrangements.

 

Retirement Savings & Wealth Management

The Pastor Financial Group

Over 30 years in the industry, Wealth Manager Renée Pastor has helped numerous clients plan for and transition into successful retirement. This year, Renée expanded that focus by adding Individual Participant 401(k) Management to The Pastor Financial Group’s specialized services and has been featured for her expertise on Kiplinger.com, MSN Money, Yahoo News, Yahoo Finance, Investor’s Business Daily and FA Magazine. She is also named to the 2020 Forbes/Shook Top Women Wealth Advisors List.

Employers are increasingly making self-directed brokerage accounts available in their 401(k) plans as employees demand more investment options for their retirement. Employees, though, also want individualized advice and management for their 401(k) account since it’s often the largest asset that will allow them to retire comfortably. 

“That’s where we come in,” says Renée. “We make the investment buys and sells for them inside of their account so that they don’t have to worry about investment choices as markets and economic conditions change.”

For information on how you can maximize your 401(k), visit thepastorgroup.com, email renee@thepastorgroup.com, or call 504-309-3994.

 

Estate Planning & Elder Law

Sessions, Fishman & Nathan, LLC

For over 60 years, Louisiana’s families have placed their trust in the skilled attorneys at Sessions, Fishman & Nathan, LLC to expertly address their Estate Planning, Elder Law and Special Needs Planning needs. The firm has a proven record of results-oriented advocacy, but what makes it most successful is the team’s personal relationships, dedication, and connection with clients.

The Attorneys at Sessions, Fishman & Nathan have specialized training in elder law issues and work with you to personally craft an elder law planning strategy that suits your needs and goals. And, as experienced Louisiana estate planning and probate lawyers, the firm can develop an estate plan that will protect your interests and those of your loved ones.

Boasting four Board Certified Specialists, Sessions, Fishman & Nathan attorneys are industry leaders and some of the most respected estate planning and business lawyers in Louisiana. When you are ready to begin planning for your future and for your legacy, call the firm at 504-582-1500 or learn more at sessionsfishman.com.

 

Financial Protection

Blue Cross and Blue Shield of Louisiana

Blue Cross and Blue Shield of Louisiana (BCBSLA) is committed to its mission to improve the health and lives of Louisianians and wants to help you avoid fraud. Unfortunately, scammers are taking advantage of the COVID-19 pandemic and tax season. Adults 65 and older are often targeted because they are more likely to have savings and good credit. 

Be suspicious whenever anyone asks you for money or for your personal, financial or health information. Keep in mind that scammers may pretend to be someone you know, like a relative. They may also claim they’re reaching out on behalf of your healthcare provider. Before you respond to any requests to send money or share sensitive information, ask questions only the real person could answer to make sure it’s legit. If you think you’ve been a victim of fraud or were approached by a scammer, report it by visiting or calling:

Tips.FBI.Gov

IC3.Gov

1-800 CALL FBI (225-5324)

For more information on BCBSLA, visit bcbsla.com or call 1-800-495-2583. 

 

In-Home & Hospice Care

Personal Homecare Services

When you can’t be at home to care for your family member, you want peace of mind knowing that the person who is there will treat your loved one with the same level of care and concern that you would. At Personal Homecare Services, your family is their family. For over 22 years Personal Homecare Services has been Providing 24/7, in-home companion care. The company offers clients the ability to remain in the comfort of their own home with their personal memories and possessions while you regain the time and energy needed to experience being a real family again.

Personal Homecare Services is one of the first non-medical services specializing in live-in care and working in conjunction with doctors, healthcare providers, and hospices to provide continuous around-the-clock care without the worry and expense of hourly services. They’ve built a solid reputation with word-of-mouth referral, evidence of the trust their clients have in their caretakers and services. Services include meal preparation, help with personal hygiene, medicinal reminders, light housekeeping, transportation to/from appointments, and companionship.

References are available upon request. To learn more, visit PersonalHomecare.net or call 877-336-8045.

Hospice Associates

Founded in 2004, Hospice Associates is a local CMS-certified and ACHC-accredited provider founded on the belief that when a cure is no longer possible, individuals with life-limiting illness deserve an end-of-life care plan built on knowledge, compassion, and access to services designed to fit their specific needs. The interdisciplinary team of physicians, nurses, counselors, and other medical professionals at Hospice Associates are uniquely trained to provide physical, emotional, social, and spiritual support to patients and their families. 

Hospice Associates offers four unique programs to meet patients’ needs in a variety of circumstances. The Pre-Hospice Program provides a palliative management plan for those who may need to later transition to hospice care. The Home Based Program provides hospice care in the home or at any site that meets necessary criteria for care. For patients with greater needs, the Intravenous Therapy Program and Inpatient Hospice Program are also available. 

Hospice Associates strives to meet the needs of patients for comfort and dignity with 100% satisfaction rates. For more information or to request admission into a program, call 504-457-2200 or visit HospiceAssociates.com. 

Home Instead

Now more than ever, aging adults see home as the safest place to be. Fortunately for these adults and their families, Home Instead offers peace of mind with a dedicated staff of CAREGiversSM, essential workers who are fully trained to provide—in the home—the care and companionship your loved one deserves. In addition to offering CAREGivers, a homecare tablet has been added to improve protection and connection for seniors during isolation.

A local franchise owned by New Orleans native Lisa Rabito, Home Instead offers the added benefit of staff who understand New Orleans’ culture and hospitality. CAREGivers provide support through non-medical services like meal preparation, transportation, personal care, medication reminders, and more, while working in tandem when needed with healthcare providers, home health, and hospice. CAREGivers are available from 12 hours a week to 24 hours a day. Aging adults no longer in the home can also request Home Instead services at the retirement community or nursing facility where they reside.

For more information, visit HomeInstead.com/339 or call 504-455-4911.

Dependable In-Home Care

Aging in the home has always been the preferred choice for the elderly—now it is also one of the safest. 

“Exposure to fewer people today is paramount,” says Joni Friedmann-Lagasse, Owner of Dependable In-Home Care. “That doesn’t mean you cannot safely bring in home care.”

An experienced, professional caregiver understands and uses universal precautions such as wearing a mask and washing hands, but it is the families who must be vigilant concerning others in the home, especially younger family members. Everyone should be observing these simple precautions.

With over 100,000 successful referrals over 50 years, Dependable In-Home Care holds high standards for referring caregivers. It is the only nationally accredited caregiver registry in the region. They help you find the right caregiver who can provide everything from total care to basic supervision, help with daily activities, meal prep, transportation plus bathing, dressing, and mobility assistance.

For more information on the company’s vetted pool of nearly 100 experienced caregivers, visit dependablecare.net

 

Pharmacy & Medical Equipment

Patio Drugs

Patio Drugs has been servicing the community since 1958.  Their full-service community retail pharmacy offers both sterile and non-sterile compounding. Many seniors in the community benefit from the services that they offer in their long-term care pharmacy. 

As the longest-operating pharmacy in Jefferson Parish, Patio Drugs has a unique awareness of what its customers need and have geared their services to address those needs. Free prescription delivery in the greater New Orleans area is offered. They offer unit dose medication cards as well as multi-dose drug packaging cards to assist patients with remaining adherent to their drug therapies and allowing them the independence to do so.

Other long-term care pharmacy services offered include medication administration records and Behavioral Health Medication Management services. The pharmacist team at Patio Drugs offers a comprehensive medication review with each patient to discuss any questions or concerns about medications, diet, and overall health. Their team will work collaboratively with your physician to ensure you are receiving the highest quality of care and the clearest understanding of your medication therapies. 

 

Planning & Arrangements

Jacob Schoen & Son

Jacob Schoen & Son has been providing pre-need and funeral services to families in Greater New Orleans for over 147 years. Whether you are looking for funeral, cremation, or memorial services, their mission is to offer a home, a comforting place to gather in remembrance and celebration of lives well lived. 

The Schoen family and staff are committed to this vision and passionate about making sure your time with them is as memorable and uplifting as possible. They bring together decades of experience caring for families of all cultural and religious backgrounds. They pledge to treat you and your loved ones just like family, and they guarantee to offer services that meet your specifications while exceeding all of your expectations.

Jacob Schoen & Son invites you to compare the value and see the difference. Stop by and visit their one-of-a-kind space located at 3827 Canal Street, call them at 504-267-2924 or visit them online. They are ready to discuss what innovative options they have available, and learn more about how they can help you or a loved one fulfill their wishes.