How We Help Adults in Their 60's+
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- 1. Retirement planning
- 2. Housing – downsize vs. stay in current house and financial implications
- 3. Physical/ Mental Health Issues and Therapy
- 4. Parents: Elder care options – Home Health, Nursing Home, Assisted Living Facility, Private Duty
- 5. Finances – Setting up Estate/ Will/ Trusts – Grandchildren: College Accounts
- 6. Drug/ Alcohol issues
- 7. SS benefits
