Create a Financial Plan
Professional Financial Resources
How do you choose the right options for you? Start by eliminating those that don’t align with your goals, and make a plan to learn more about the options that sound beneficial. Then, begin searching for professionals who are the right fit for you.
The following resources offer a starting point to research professionals.
Fee-Only Financial Planners:
Professionals who can help get a patient discharged back to their home, or to an appropriate facility.
Long-Term Care Specialists:
*Consult with your financial advisor to make sure you understand if long-term care insurance is right for you before meeting with a long-term care insurance provider.
Reverse Mortgage Specialists:
*Consult with your financial advisor to make sure you understand if a reverse mortgage is right for you before meeting with a lender.
In this academy
Financial Dashboard
Selecting a Financial Planner
Long-Term Care Costs Overview
Paying for Long-Term Care – Private Pay
Paying for Long-Term Care – Hiring Caregivers Directly
Paying for Long-Term Care – Reverse Mortgage
Paying for Long-Term Care – Long-Term Care Insurance
Paying for Long-Term Care – Public Assistance (Medicaid)
Paying for Long-Term Care – Public Assistance (VA)
Paying for Long-Term Care – Tax Considerations
Minimize Financial Burdens – Introduction
Minimize Financial Burdens – Assemble Your Resource Team
Create a Financial Plan – Wrap Up