Comprehensive Retirement Planning Series
04 – Create a Financial Plan
Minimize Financial Burdens – Introduction
Create a Financial Plan
Minimize Financial Burdens – Introduction
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What does it mean to minimize financial burdens for your loved ones? This lesson introduces the areas that need attention during the LifePlanning process.
In this academy
Comprehensive Retirement Planning Series
04 – Create a Financial Plan
Minimize Financial Burdens – Introduction
Introduction – Financial Plan
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Financial Dashboard
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Selecting a Financial Planner
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Long-Term Care Costs Overview
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Paying for Long-Term Care – Private Pay
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Paying for Long-Term Care – Hiring Caregivers Directly
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Paying for Long-Term Care – Reverse Mortgage
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Paying for Long-Term Care – Long-Term Care Insurance
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Paying for Long-Term Care – Public Assistance (Medicaid)
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Paying for Long-Term Care – Public Assistance (VA)
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Paying for Long-Term Care – Tax Considerations
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Minimize Financial Burdens – Introduction
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Minimize Financial Burdens – Assemble Your Resource Team
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Create a Financial Plan – Wrap Up
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Professional Financial Resources
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Financial | Minimize Financial Burdens – Introduction
My plan to minimize burdens on my fiduciaries: (select as many as apply)
I have talked to my fiduciaries about my preferences for how they manage my financial holdings.
I have talked with my fiduciaries about bills they will be paying on my behalf.
I have talked with my fiduciaries about filing taxes on my behalf.
Notes regarding my plan to minimize burdens on my fiduciaries:
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Comprehensive Retirement Planning Series
04 – Create a Financial Plan
Minimize Financial Burdens – Introduction
Comprehensive Retirement Planning Series
04 – Create a Financial Plan
Minimize Financial Burdens – Introduction
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