Create a Financial Plan
Financial Dashboard
How you use your money in retirement is more important than how much money you have. Understanding the key principles of making successful financial decisions starts with creating a financial dashboard. This video explains how to get started.
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