Create a Financial Plan
Selecting a Financial Planner
If you have a financial planner you trust, then you can ask that planner to develop your financial dashboard for you. If you need to find a financial planner to help you develop your financial dashboard (or you want to confirm that your financial planner has what it takes to help you), this video explains what to look for.
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