Positive Planning For Seniors

Your One-Stop Solution for
Estate & Long-Term Care, Investment, and Housing Decisions
understanding aging

About Us

Welcome to Aging Solutions Management

As we age, we demand specialists in our health needs, so why not in our financial planning and housing needs?

Seniors who need assistance with family financial issues about housing and retirement savings can turn to Aging Solutions Management (ASM).  A solid financial plan helps you identify and achieve your goals, and remember that it’s not always about the money.

Financial & Investment Planning

Financial planning for senior citizens is an important aspect of retirement. Planning involves assessing your current financial situation,

creating a budget, managing debt, maximizing retirement savings returns, considering all healthcare and insurance needs, engaging in estate planning, and addressing long-term care options.

Aging Issues Management, LLC a Registered Investment Advisory Firm offers financial advisory services to senior citizens in the New York area. It is important to note that good money management is essential for all ages and stages of life, and as older adults, our financial needs (along with spending and saving patterns) change.

The thought of living on a fixed income can certainly be scary. Financial security and preparedness come in many forms. AIM LLC offers a comprehensive guide to finance for seniors, covering essential financial topics such as Social Security, retirement, tax credits and deductions, estate planning, and more.

Remember, good money management is essential for all ages and stages of life, and as older adults, our financial needs (along with spending and saving patterns) change.

Estate & Long-Term Care Planning

Estate planning and long-term care planning are essential for senior citizens. Estate planning involves creating a collection of

legal documents that outline what should happen to one’s estate upon their death and while they are still alive. It includes wills, trusts, power of attorney, and more. 

Long-term care planning, on the other hand, involves preparing for the possibility of long-term care, which can exert a significant strain on seniors, their families, and their finances. It is prudent to strategize early by evaluating current health risks and family history to gauge the probability of future impairment, researching estimated costs using long-term care insurance needs calculator, and talking to professionals.

Estate planning and long-term care planning are also important aspects of housing planning for senior citizens. Do you want to transfer the house to a family member? How does owning a home effect Eligibility for government programs such as Medicaid?

AIM can explain Medicaid eligibility and how you may become eligible with strategic planning. AIM LLC plans with both experience and empathy to give guidance and solutions to these issues.

Housing Planning

Housing planning and evaluation for senior citizens is an important aspect of retirement. As you approach retirement, you may be

wondering whether to sell your home or age in place. Is my home a safe place to age for me?  Trends are about 60% of baby boomers who are selling a home are also buying another home, but only 40% 

of sellers in the silent generation are buying again. They are looking for housing alternatives and need to evaluate financially what they can afford. If you’re considering selling your home, it’s important to consider factors such as your financial state, the housing market in your new locale, how well you know the area, where is your support system (family) and how confident you are that it’s your last move or is it a transition home.

On the other hand, if you’re considering aging in place, it’s important to evaluate whether your home is safe and comfortable for you. You can make modifications to your home to make it more accessible, such as adding handrails, modifying flooring, or installing a walk-in shower or bath. If you are concerned about the safety of your home, AIM LLC, a Senior Real Estate Specialist, can conduct a home safety evaluation.

housing and financial decisions during aging
understanding aging

Our Services

We offer strategic planning solutions for seniors

Fee-Based Services

AIM provides a variety of financial planning and consultation services to individuals, families and other clients

Education Webinars/Seminars

We educate individuals about aging-related topics by presenting content on a range of relevant subjects

Senior Housing Options

We help develop a 4-step Comprehensive Housing Analysis to ensure the financial and housing security of all family members as they age

Long-Term Options

Understand your options when a family member needs long-term care for medical, mental, or physical conditions brought on by an illness, accident, or infirmity

Social Security

Social Security benefits are intended to replace a percentage of a worker’s pre-retirement income based on their lifetime earnings.

The Parts Of Medicare

Medicare does not have plans; it has parts. Medicare is your primary health insurance in retirement; it is not Medicaid

Medicaid Planning

When an individual exceeds the cap, they might qualify for long-term care Medicaid through a variety of income and asset planning strategies

Best Practices for Seniors

We must begin asking ourselves and our families important questions as we become older. Check out our FAQs.

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Positive Planning For Seniors

Aging Issues Blog

Why Aging Issues Management

You may be wondering why you should deal with the management of aging issues. 

The 4 Seasons Of Retirement

There Are Four Stages Of Retirement That You Need To Know About.

What Do I Need To Know To Age In Place?

 I have 35-plus years of experience helping people age into retirement

Aging Issues Radio

We Bring Advice And Education On All Of The Issues That We Face As We Get Older

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Team Members

Meet Your Planning Team

Joe Soricelli, C.E.O. Of Aging Issues Management
C.E.O. Of Aging Issues Management

Joe Soricelli

James Licata

James Licata

David Carley

David Carley

We can Help You

We're Standout Experts in the Business

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Let's Start A Plan

Connect with us today!

Gain Valuable Insight On Maintaining Control Of Your Life As You Age.

Have Any Questions?

Call: 914.680.0185

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Visit Us Anytime

143 Broadway Suite 110, Hawthorne, NY 10532

Housing and Retirement Specialist in NY