Category: Finances

Financial Stability for Future Care

Financial planning

The importance of financial planning for your future cannot be overstated. But how do you know you’re making the right choices to ensure stability? Wealth Management Advisor Al Waldrop provides valuable insights into financial planning as you consider what’s next for your future. Why is planning so important for you and your clients? Financial Planning,… Read more »

Why Women 50+ Should Take Control of Their Money

women money wellness

When I ask my working girlfriends when they plan to retire, or if they plan to retire, I usually get a quizzical look — and then a shrug. Most of them are in their 50s and 60s and they all seem to think the notion of not working for pay is rather unrealistic. Why? “If… Read more »

Procative, Not Reactive: Planning for the Future (Part 2)

planning

This is the second part of a two-part post. Click here for part one.   The next step in the planning process is to make sure all decisions about housing and supportive care are in place. The most important question to ask is:  What is the ultimate goal when implementing a plan? Some seniors are… Read more »

Proactive, Not Reactive: Planning for the Future (Part One)

planning

When assisting your parent(s) or loved one in planning for the future, discussions are a must prior to the occurrence of sudden health changes. Understanding their wishes when these changes occur will give you peace of mind instead of trying to make decisions in the midst of the storm. The first step in this process is… Read more »