Retirement-focused financial advisors can help with both the financial and non-financial preparations for seniors looking to age in place at home.
Live Updates — Midterm Elections: Several Key Races Are Still Too Close to Call, Leaving Control of U.S. Senate, House Up in the Air"A lot of the [retirement-related] conversations we have with clients are around the non-financial aspects," said Jason Sapirstein, CFP and president of Eliot Rose Wealth Management in West Warwick, Rhode Island."You can't talk about money without talking about life.
Some advisors deepen their non-financial expertise with advanced degrees. Sandy Adams, CFP and partner with the Center for Financial Planning in Southfield, Michigan, has a master's degree in gerontology and serves as the subject-matter expert for the practice. One of her responsibilities is to put together an aging plan for clients that focuses on housing , care , finances and personal legacy .
Consultants to help clients choose a facility who are familiar with a care community's quality of care, personality and reputation
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