2040, Estate Planning and Retirement - Financial Advisor Source

How Financial Advisors Can Help Protect Elderly Clients From Fraud

WiserAdvisor

FEBRUARY 21, 2023

is expected to have an astounding 80 million older people aged 65 and above by 2040. This is a common way to target an individual’s retirement savings. Retirement savings are a limited pool of money, and keeping track of expenditure can ensure optimal utilization and establish sensible spending habits.

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Financial Advisor Clients Estate Planning Education

How Your Health Should Factor Into Your Financial Planning

WiserAdvisor

MAY 3, 2023

Consider buying disability insurance According to the Social Security Administration, about one in four 20-year-olds will become disabled before reaching retirement age. Invest in long-term care insurance It is projected that by 2040, about one in five Americans will be 65 or older. becomes critical.

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Financial Planning Planning Medical Healthcare

Financial Advisor Source

How Financial Advisors Can Help Protect Elderly Clients From Fraud

How Your Health Should Factor Into Your Financial Planning

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