Will you be ready to retire comfortably someday? How will you provide for your health care, and other assistance you may need as you grow older? Will you be able to travel and participate in the activities you enjoy?
I can help you find ways to address your needs, from accumulating wealth to protecting what you have.
Plan to make assets last – First the good news: people are living longer. Now the reality check – will your retirement savings last that long?
Prepare for your own care – The chances are high that you will need long-term care or nursing home services at some point in your life. Good planning can help you have more control over your situation, and help assure that you don’t become a burden on your family or friends.
Provide for medical bills – There’s no denying that health care costs increase as we age. Medicare will cover some of those costs, but will it be enough?