Enjoy Your Retirement in Style and
Comfort at St. James Place
Southern Hospitality, Vibrant Living Epitomize This 52-Acre Community
Retirement at St. James Place is about new beginnings. And new opportunities abound at this Southern oasis, located just outside of downtown Baton Rouge, Louisiana.
Situated on 52 acres of rolling farmland, St. James Place is the Gulf South’s largest and most established continuing care retirement community and full-service life care retirement community. …Read More
Remarkable Residents Create Their Own
Extraordinary Retirement Environment
As residents celebrated the 20th anniversary of the opening of Wake Robin last year, they had plenty to congratulate themselves about. It is, after all, their own vision—and the vision of others like them—that shaped this successful Continuing Care Retirement Community near the shores of Lake Champlain.
Founded by a local group in 1993 and still governed locally by individuals deeply rooted in northwest Vermont, Wake Robin’s vibrant 136-acre campus is a reflection of the energies …Read More
Guiding Real Estate Investors
on the ‘TRAIL to Wealth’
“Investing in real estate” is a phrase that conjures a unique image for each person who hears it. Rental properties, restoration and flipping, commercial sites, land development: There seem to be as many ways to invest in property as there are untapped opportunities.
Steve Lawson, founder and principal of Lawson Wealth Solutions, can point to more than 150 ways to diversify and build wealth via real estate investing. A longtime financial planner who previously offered clients both securities and real estate advice, Lawson was eventually forced to choose between the two in light of regulatory changes. …Read More
Customized CRM Solutions Increase Revenues, Improve Efficiencies
Configero — A Trusted
Salesforce.com Consulting Partner
By helping companies harness the power of Salesforce customer relationship management technology, Atlanta, Ga.-based Configero has solidified its standing among the nation’s leading providers of CRM applications and consulting services. In less than five years, Configero CEO & founder Jody Hamlett leveraged his extensive knowledge of Salesforce’s groundbreaking cloud-based solutions to drive the development of a series of highly customizable …Read More
Multigenerational, Fee-Only Wealth Management Strategies for Families and Family Businesses
Across the U.S., millions of baby boomers are struggling over what to do with their businesses when they retire. Should they sell? Or is there an interested—and capable—family member to take the reins? Of the roughly 32 million closely held family businesses in the U.S., between 6 and 7 million are owned by baby boomers looking toward retirement, according to Gary Pittsford, CFP®, President and CEO of Castle Wealth Advisors. …Read More
The Next Generation of Senior Living
It was their desire to truly make a difference in the lives of seniors that led the principals of Northbridge Companies to build one of the Northeast’s leading senior housing companies. After all, CEO Jim Coughlin and President Wendy Nowokunski each have more than two decades of significant experience working with major players in their rapidly changing marketplace. The industry insiders challenged themselves to create something different than the rest. Rather than building a large conglomerate, they developed a business model with socially responsible investors that …Read More
Fed Up With the Status Quo?
Customer Software Developer Has the Fix
In 1999, in his dorm room at Georgia Tech, computer engineering major Nikolas Downey was itching to do something big. He understood how to program Internet software better than most, knew a handful of clients willing to pay, and had meticulous standards he was determined to meet. With passion and promise, he founded his own custom software development firm, Nead Werx, Inc.
Word of mouth was the engine that drove Nead Werx in its earliest days, just as it does today. Downey was the firm’s sole proprietor and employee until …Read More
The Golden Rule of Financial Management
Preparing for retirement is more challenging than ever. The stock market goes up and down. Politicians debate raising taxes on the rich, while the definition of “rich” keeps changing. The future structure and eventual cost of health care remain unclear. Lifelong, steady employment is no longer assured.
Indiana-based Tillett Financial works with individuals and families from all walks of life to help protect what they have earned and prepare for a comfortable retirement, regardless of …Read More
Putting Clients First, Offering Independent, Objective Financial Advice
Comfort was a key component when Mark Dahlenburg started Financial Planning Consultants: his comfort in offering objective, independent advice, and clients’ comfort in knowing he wasn’t out to sell them the product of the week.
Dahlenburg has 30 years in the financial services industry, beginning with a captive company in 1983. Realizing this was not a good fit as the company was constantly pushing products instead of putting the client first, he wanted more freedom to guide clients in ways that were beneficial for them. …Read More
Exceptional Retirement Living on Delaware’s Beautiful Coastal Shore
Nearly everyone finds something to love about Cadbury at Lewes, a continuing care retirement community on Delaware’s Coastal Shore. And there is much to love, from nearby beaches and bike trails to year-round cultural offerings and volunteer opportunities in historic Lewes.
Residents are encouraged to pursue an enriching and active retirement as they enjoy a lifestyle free of property maintenance cares, and a variety of amenities and services. The 35-acre campus offers a wide range of activities, based largely on residents’ input, and is only two miles from the Atlantic Ocean and two hours from Baltimore, Washington, D.C., and Philadelphia. Plus, Delaware offers significant tax advantages for retirees, says Paula Schatz, Cadbury at Lewes Director of Marketing.
Home choices range from spacious apartments to beach-style cottages with garages. “We believe your home should be a reflection of you and your personality, whether that means choosing your favorite paint color, upgrading appliances or countertops, or removing or installing walls,” Schatz says.
An affiliate of Cadbury Senior Services, a Quaker-guided organization, Cadbury at Lewes believes a life of potential, growth, friendship and contribution to others is both possible and desirable in one’s later years. “Ours is a lifestyle based on choice, independence and respect for individuals, with a continuum of services to meet residents’ changing needs,” Schatz says. “This is the ideal community for retirees who wish to maintain their independence while living their future. And our residents enjoy peace of mind knowing they have a plan in place should their health needs change.”
17028 Cadbury Circle | Lewes, DE 19958
302-645-6400 | 800-390-8298