Research shows there are 13 wealth management issues crucial for your long-term financial success, and the deeper you go will maximize your financial security. You are free to dictate the sequence or importance of the topics, but the checklist below can help keep you on track. It will also help encourage proactive, comprehensive planning and collaboration among advisors, attorneys, tax professionals, etc., as some items may fall out of any one person's area of expertise or shouldn't be addressed in isolation.
CAREfidence looks forward to working with you when your attention turns to risk mitigation and Long-Term Care Planning....
Quantify how much care will be needed, the type of care, and how much that care will cost you or your family.