Call Us Today!  (972) 473-4700

Expert retirement income planning for families and individuals nationwide

Sam’s Story

Like many of their friends, clients, and colleagues in their baby boomer years, Cathy and her husband Rogge are living with the challenges that come with aging parents. Cathy’s father Sam is a retired Marine whose health continues to deteriorate as Alzheimers and dementia set in.

We are constantly asked how Sam is doing, so we’ve set up this diary to chronicle Cathy’s journey with Sam. As you’ll see, Sam’s adventures offer a bittersweet mix of humor and heartache. We hope following Sam is a reminder to live in the moment, savoring the good times we have with family and friends while taking every opportunity to build memories that will last a lifetime.

Learning to navigate the medical and social services Sam needs – and all of the many bills that come with them – has been an eye-opening experience for Cathy, and we’ve learned it’s an experience many of you have shared in caring for an aging parent. The good news is, you can plan today for how you will meet those expenses in the future. One of the best things you can do for your spouse, your children, and for yourself is to at least have the LTC (Long Term Care) conversation. There are levels of coverage for all budgets, and we are here to help answer any questions you might have.

Thanks again to all for your kind words and support!


Dr. Beth Bernthal (who is my is my niece in law) setting Sam up with hearing aides!!


Sam's StorySam's Story


Sam had some skin cancer removed from his head and face, but he’s a trooper and handling it all well!


Cathy and her family celebrated Sam’s 84th birthday at Bahama Legacy West. Happy Birthday Sam!

Lifetime Income Planning Dallas Texas Sam's Story



Look who I got to take out of assisted living today! He was thrilled!! It has been 7 months since he was able to leave the facility. What a beautiful day it was to be out on our boat!



Look who I got to spend the day with!!



After a rough few days post-surgery, Sam has been discharged from the hospital and is now back at the rehab center.


Surgery Day

UPDATE: Sam had cardiac surgery early this morning but has been unable to wake up. It appears there are some neurological issues at this time. Please keep Sam in your prayers.



Guess who had a great lunch after his MRI?
















Today is surgery day! Please keep Sam in your prayers. We have a long recovery road ahead of us!

UPDATE: Sam’s artery is 90%+ blocked. At this time, he’s considered too high of a risk for surgery. He has been released back to rehab for further evaluation. We will post further updates as available.


Sam has had a very good week. We are happy to report that he is now eligible for surgery, which is scheduled for June 7th. He’ll remain at the rehabilitation hospital until then.


Good news! Sam has had a great week. Though he is still a patient at the rehabilitation facility, his condition is stable. We will be meeting with his cardiac surgeon this week to further evaluate his condition. Hopefully, we will get the go-ahead to proceed with surgery within the next week or two.



Last Sunday while at church, Sam became unresponsive for 3 minutes. He was transported to Presbyterian Hospital where extensive testing determined that his carotid artery is 90% blocked. Unfortunately, doctors will not be able to perform surgery until his health stabilizes. Cathy has been with him all week monitoring his care.

On Friday 5/5/17, Sam was discharged to a rehabilitation facility. There, he will be monitored 24/7 as he is very high risk for another stroke. His next appointment with his cardiologist is 5/16/17. They hope to see some improvement by this time.

The game plan is to get him healthy enough to move forward with surgery by the end of the month. We should have more updates next week.

Thank you for your continued prayers.