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Even though most farmers do not plan to “retire” in the same way that most non-farm workers may, they still need help making decisions around Social Security and Medicare, which is a critical part of any comprehensive retirement income plan.
Discussing parent’s or other loved one’s potential long-term care and elder care needs should be done in person if at all possible, not by phone or email. With so many adult children living far away from parents, the holiday season is one time when children come home to visit, making face to face conversations possible. With the right strategy and some thoughtful planning, a holiday can be the perfect time to discuss LTC and elder care planning.
Financial planning with active military and veteran clients will differ from civilian clients in many ways.
Financial professionals should discuss the topic of health care and physical wellness with their clients. Clients will better be able to enjoy retirement if they focus on physical and financial health now.
In years past, elections have generated a level of anticipation and excitement about what the future will hold. However, the past several election cycles have been wrought with uncertainty. To help manage your clients’ anxieties about the upcoming midterm election, it can be beneficial to discuss guaranteed income sources like annuities, consider tax implications, and encourage them to them adjust their plan as their priorities shift over time.
Inflation is affecting many industries including health care. Learn how you can help your clients navigate rising health costs and plan for retirement.
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