Create a Financial Plan
Introduction - Financial Plan
What does it take to create a financial plan for retirement that will help you avoid institutional care, avoid going broke paying for care, and avoid burdening loved ones? This video explains why a large nest egg on its own is rarely enough to help you achieve your goals–and what you should be doing instead.
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