Create a Life Plan
My Professional Resources
Here is a recap of all the professional resources you read about in the earlier lessons in the Comprehensive Retirement Planning Series. Remember, these resources give you a place to start when searching for professionals who can help you implement your LifePlan.
Professional Health Resources:
Health – Nutritionist:
Geriatric Care Physician:
You can find geriatricians through your insurance website, Medicare, or you can check out the resources below.
Professional Housing Resources:
Geriatric Care Managers:
Professionals who can help get a patient discharged back to their home or to an appropriate facility.
Home Health Care:
Arrange for heath care or assistance with activities of daily living (ADL) in your home.
Home Modification:
Gain the assistance of an Occupational Therapist to review and update your home to accomodate all stages of life.
Placement Advisors:
Are you unsure which retirement community option is best for you? Are you wondering where to start looking? Try using the services of a Placement Specialist. They are often very familiar with your local options and can help you decide which solution is best for you. They may even set up tours of your desired establishments. Often, these professionals are paid by the facility, which means their services cost you nothing.
Senior Living Communities:
- 55places.com: National Listing of 55+ living communities.
- Life Care Centers of America: Independent living, Assisted Living, Skilled Nursing, Rehab, Memory Care Facilities
- Brookdale Senior Living: All types of communities including CCRCs, Independant Living, Assisted Living, Memory Care, Skilled Nursing, Home Health Care, etc.
Professional Financial Resources
Fee-Only Financial Planners:
Long-Term Care Specialists:
*Consult with your Financial Advisor to make sure you understand if LTC insurance is right for you before meeting with a LTC 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.
Professional Legal Resources
Elder Law Attorney:
Estate Planning Attorney:
In this academy
What it Means to Be Me – My Life Plan
My Professional Resources
Implement Your Decision Blueprint