Our older clients come to rely on us more and more for issues that affect both their financial and personal lives. As financial planners, we need to be equipped to answer their questions and help their family find the right resources when a loved one needs more care than the clients are able to provide.
When an older parent or loved one needs more care, it is typically a spouse, family member or close friend that needs to step in and help manage the revolving door of medical professionals and their bills. But not everyone is equipped to do this -- and some may feel overwhelmed by the myriad of medical and financial decisions they may be required to make.
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