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Caring for Aging Parents

Client Centered

One of the Most Overlooked Factors

Helping aging parents financially.

If your parents’ savings and assets are coming up short, you may end up taking care of them and helping them with their finances, which can derail your retirement plan.

Top 10 Strategies to Begin Now

Top 10 Strategies to Begin Now

  1. Discuss retirement plans early
  2. Gather all estimated income 
  3. Discuss current and future spending
  4. Down/right size home
  5. Plan for long term care
  6. Review and update existing policies
  7. Involve siblings, family
  8. Take advantage of tax breaks
  9. Avoid financial scams
  10. Plan your retirement

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