Financial Planning 

With increasing life expectancy, critical financial challenges for older adults include how to best manage their use of retirement funds so they last as long as necessary and optimally serve their purposes.  Today's older adults expect to stay active and live longer than their parents' generation.  That means a significant number of them are planning to retire later and continue working after retirement.  Factors related to financial capability with retirement finances, understanding implications of taxes and expenses in various phases of senior living, and numerous estate and legacy planning issues are all important areas where Senior Supporters® can provide support and guidance.

 

The challenges with financial and estate planning often increase as people age and their needs change with issues of health, finances and family support.  Having Senior Supporters® provide assistance during these transitions can be especially helpful to both seniors and their families.