Financial & Wealth Planning Archives

When Costs of Care Are Too Much

by dmdadmin admin | Jul 5, 2019 | Financial & Wealth Planning

Financial & Wealth Planning By Pamela D. Wilson, MS, BS/BA, NCG, CSA Mom and dad want to stay at home. You are the caregiver learning first hand what happens when costs of care are too much. Caregiving cost was never discussed. Dad needs care, and mom is trying to... Read more

When There’s Not Enough Money To Pay For Care

by Pamela Wilson | Jul 5, 2019 | Financial & Wealth Planning

By Pamela D. Wilson, MS, BS/BA, NCG, CSA No one expected to need care. No discussions occurred. Now the family is in crises. Dad wants to stay at home and there’s not enough money to pay for care. How do you help your clients when care is needed and there’s not enough... Read more

Financial & Wealth Planning Category

by Moin | Dec 20, 2018 | Financial & Wealth Planning

The thought of financial planning may be intimidating. Nagging questions repeat: “What if I don’t have enough money to retire? How can I set aside money today that will amount to something when I retire?” Want to avoid ending up in a nursing home? Engage a financial... Read more

Trends in Senior Living Communities

by Pamela Wilson | Oct 19, 2018 | Financial & Wealth Planning

By Pamela D. Wilson, MS, BS/BA, NCG, CSA Financial and wealth planners are you discussing trends in senior living communities and housing that become relevant during retirement years for your clients? Are you aware of other related costs of care that you may not be... Read more