Financial & Wealth Planning

Financial & Wealth Planning The thought of financial planning may be intimidating. Nagging questions repeat: “What if I don’t have enough money to retire? Establish a relationship with a financial planner today. View financial planning like an education. Invest in yourself. Learn about the costs of in-home care, and care community costs. Can you afford long-term care insurance? Will life insurance pay for care costs? There are as many questions as there are answers and plans.

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Check out articles by Pamela written especially for professional caregivers.

When There’s Not Enough Money To Pay For Care

When There’s Not Enough Money To Pay For Care Elderly parents didn't expect to need care. No discussions occurred. Now the family is in crisis. 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 money to pay for care? How do you help clients wh...

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Trends in Senior Living Communities

Trends in Senior Living Communities 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 included in a financial plan? The youngest baby boomers, born in 1946,...

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