Long Term Care | Kim Schultz, Baird Private Wealth Management

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

Discuss retirement plans early
Gather all estimated income
Discuss current and future spending
Down/right size home
Plan for long term care
Review and update existing policies
Involve siblings, family
Take advantage of tax breaks
Avoid financial scams
Plan your retirement

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Caring for Aging Parents

One of the Most Overlooked Factors

Top 10 Strategies to Begin Now

Have a Question?