Planning For The Elderly A Financial Guide To Aging

Author : Keith R. Fevurly
Publisher : Publisher Services
Page : 268 pages
File Size : 43,5 Mb
Release : 2020-08
Category : Business & Economics
ISBN : 057872135X

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Planning for the Elderly: A Financial Guide to Aging by Keith R. Fevurly Pdf

Plan for your elder or senior years, defined here as age 55 and over. This comprehensive book focuses on all relevant topics and events occurring in the life of an elderly individual, including the loss of a spouse and parent. There is a specific focus on retirement planning and retirement income strategies as well as basic estate planning for the elderly individual or couple. Learn how to maximize Social Security retirement, spousal and survivor's benefits, Medicare, and long term care coverage. The book also discusses where a senior should live during retirement and includes the often-neglected topic of succession planning for a family business owner. An added bonus of the book is an appendix of forms that may be used by the senior in estate and family business planning.Written by an expert and long- standing educator in the field of personal financial planning, Planning for the Elderly: A Financial Guide To Aging, is a comprehensive summary of issues important to the elderly individual in preparing for and living in the 'golden years'. The author, Keith Fevurly, is an estate planning attorney and investment advisor with Integra Financial Planning, Inc., Greenwood Village, Colorado.

Author : Mary A. Languirand, Ph.D.,Robert F. Bornstein, Ph.D.
Publisher : Ten Speed Press
Page : 256 pages
File Size : 54,9 Mb
Release : 2013-09-03
Category : Business & Economics
ISBN : 9781607744177

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How to Age in Place by Mary A. Languirand, Ph.D.,Robert F. Bornstein, Ph.D. Pdf

The first authoritative and comprehensive guide to "aging in place"--a burgeoning movement for those who don't want to rely on assisted living or nursing home care--which allows seniors to spend their later years living comfortably, independently, and in their own home or community. For millions of Americans, living in a nursing home or assisted living facility is not how they’d prefer to spend their retirement years. This is why more and more people are choosing to “age in place.” In this empowering and indispensable book, clinical psychologists and aging specialists Mary Languirand and Robert Bornstein teach readers how, with planning and foresight, they can age with dignity and comfort in the place of their own choosing. How to Age in Place offers useful, actionable advice on financial planning; making your home physically safe; getting around; obtaining necessary services; keeping a healthy mind, body, and spirit; and post-retirement employment. A necessary resource for seniors, their adult children, and eldercare professionals, How to Age in Place is both a practical roadmap and inspirational guide for the millions of seniors who want to make their own decisions and age well.

Author : Graham McWaters,Jill O'Donnell,John A. Page
Publisher : Insomniac Press
Page : 299 pages
File Size : 52,5 Mb
Release : 2007
Category : Electronic books
ISBN : 9781897415061

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The Canadian Retirement Guide by Graham McWaters,Jill O'Donnell,John A. Page Pdf

People over 65 years old constitute the fastest growing segment of the Canadian population. By 2011, as the first baby boomers turn 65, seven million Canadians will be senior citizens. And by 2041 it is estimated nearly one in four Canadians will be over 65. The aging population will radically change society as individuals face the challenges of growing older, caring for parents and often times for children still at home. As our life spans increase so do our options for how we will spend our later years. However, this large group of elders is facing a crisis. Many have made few if any plans for retirement. Without clear goals, plans to support dependants and means of paying for financial commitments, in addition to increasing health risks, retirement could be a time of misery and uncertainty. The Canadian Retirement Guide solves that problem. It sets up a process by which we can plan for retirement as a family, taking into consideration the retiree, the spouse and those who depend on them. Topics covered include estate planning, wills, taxation, how to choose financial professionals, your role as a caregiver, physical and mental health issues, and the different challenges facing us as we enter our golden years.

Author : Stuart D. Zimring,Donna R. Bashaw
Publisher : Unknown
Page : 0 pages
File Size : 55,9 Mb
Release : 2001
Category : Estate planning
ISBN : 082055068X

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California Guide to Tax, Estate & Financial Planning for the Elderly by Stuart D. Zimring,Donna R. Bashaw Pdf

Author : James L. Flanagan
Publisher : Gatekeeper Press
Page : 210 pages
File Size : 47,5 Mb
Release : 2019-03-22
Category : Business & Economics
ISBN : 9781642373226

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Packing For Retirement by James L. Flanagan Pdf

Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.

Author : Steve Weisman
Publisher : FT Press
Page : 384 pages
File Size : 44,9 Mb
Release : 2013-01-03
Category : Business & Economics
ISBN : 9780133092004

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A Guide to Elder Planning by Steve Weisman Pdf

For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!

Author : Sharona Hoffman
Publisher : Bloomsbury Publishing USA
Page : 219 pages
File Size : 44,5 Mb
Release : 2015-05-12
Category : Health & Fitness
ISBN : 9798216043966

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Aging with a Plan by Sharona Hoffman Pdf

This book offers a concise, comprehensive resource for middle-aged readers who are facing the prospects of their own aging and of caring for elderly relatives—an often overwhelming task for which little in life prepares us. Everyone ages, and nearly everyone will also experience having to support aging relatives. Being prepared is the best way to handle this inevitable life stage. This book addresses a breadth of topics that are relevant to aging and caring for the elderly, analyzing each thoroughly and providing up-to-date, practical advice. It can serve as a concise and comprehensive resource read start-to-finish to plan for an individual's own old age or to anticipate the needs of aging relatives, or as a quick-reference guide on specific issues and topics as relevant to each reader's situation and needs. Using an interdisciplinary approach, Aging with a Plan: How a Little Thought Today Can Vastly Improve Your Tomorrow develops recommendations for building sustainable social, legal, medical, and financial support systems that can promote a good quality of life throughout the aging process. Chapters address critical topics such as retirement savings and expenses, residential settings, legal planning, the elderly and driving, long-term care, and end-of-life decisions. The author combines analysis of recent research on the challenges of aging with engaging anecdotes and personal observations. By following the recommendations in this book, readers in their 40s, 50s, and early 60s will greatly benefit from learning about the issues regarding aging in the 21st century—and from investing some effort in planning for their old age and that of their loved ones.

Author : Lise Andreana
Publisher : Self-Counsel Press
Page : 176 pages
File Size : 49,7 Mb
Release : 2014-10-01
Category : Law
ISBN : 9781770409422

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Financial Care for Your Aging Parent by Lise Andreana Pdf

Caring for your aging parent can feel overwhelming, from the emotional crisis of sudden illness to the legal crisis of sudden guardianship. A common wish is to be able to provide the same level of love and support to our parents as they so generously offered to us as children. Understanding the potential stress on your finances and savings, and knowing how to cope financially, can help ease this confusing life change. Lise Andreana is a frequent guest speaker at financial conferences and a go-to source for financial reporters nationally. She is relied upon for her 18 years of financial planning expertise combined with her unique designation as a Certified Professional Consultant on Aging. This, her latest financial planning title, covers the key decisions that every adult child of an aging parent must make in order to provide loving support to the people who matter the most.

Author : Margie Degler Pizarro
Publisher : Unknown
Page : 106 pages
File Size : 45,6 Mb
Release : 2020-12-12
Category : Electronic
ISBN : 9798580658339

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Abundant Aging by Margie Degler Pizarro Pdf

ABUNDANT AGING: A Guide for Seniors and Their Families is Margie's newest Senior Transition Planning resource for assisting Seniors in building a personalized Senior Transition Plan. The book contains timely information about Seniors' health, legal and financial planning, and home sale options. Each chapter offers valuable information for Seniors and their families when dealing with economic, medical and psychological issues surrounding aging. Within each chapter is also a compelling story about an individual or couple whom Margie personally assisted with this process. Her book brings a renewed awareness to all readers about the need to proactively plan for the future by creating a Senior Transition Plan to provide to your adult children and the persons who will comprise your transition team.

Author : Phoenix Read
Publisher : Unknown
Page : 186 pages
File Size : 54,7 Mb
Release : 2021-09-11
Category : Electronic
ISBN : 1777855624

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Retirement Planning for Couples by Phoenix Read Pdf

How to plan for your financial retirement with your partner - even if you are starting late? Have you been worried about your finances when you and your partner eventually retire? Maybe you have been thinking about how you would cope when you finally retire? Do you absolutely have no clue how to start, or perhaps you gave up at some point? This book aims to intentionally cover the gap in the market for materials that cover financial planning for couples as against what we have that basically talks about individuals. It further bolsters how couples can minimize costs and maximize their wealth if they work together. With many years of research and unraveling secrets of lifetime income maximization and a passion for family wealth management, Phoenix Read bears you his mind and offered loads of helpful support, tools, and information on how couples can overcome these obstacles. In Retirement Planning for couples, here's a snapshot of what you will get. The best approach for couples and the best time to start talking about financial planning as couples. You will understand if one partner should keep working while the other retires or if both of you should retire at the same time. What you are entitled to, and whether it is worth retiring early or late. Several investment vehicles. Where you can invest and grow your money without the risk of losing them to government policies or drastic market changes. 3 phases of retirement. You will learn how to prepare and what to do at each phase. Various component of your planning and everything you need to know, like life expectancy, social security, and the best time to claim them. Several studies show that the elderly are more likely to lose their money to fraudsters. So, there's a whole chapter that talks about how to avoid losing your hard-earned money to dubious characters. A comprehensive guide on how to manage your health in retirement. It contains topics like health insurance, medical cost, and a lot more. And a whole lot more! Warning!! This is not one of those financial books littered with jargon! Every term used in this book was carefully simplified. The book is easy to understand with all the complex financial terms broken into simple languages for your understanding. If you want to take complete charge of your retirement, then you need to act now! Add the book to your shelf!

Author : Sara Zeff Geber
Publisher : Mango Media Inc.
Page : 212 pages
File Size : 49,9 Mb
Release : 2018-04-15
Category : Self-Help
ISBN : 9781633537699

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Essential Retirement Planning for Solo Agers by Sara Zeff Geber Pdf

A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

Author : Marti DeLiema,Steve Vernon,Naomi Karp
Publisher : Unknown
Page : 128 pages
File Size : 44,6 Mb
Release : 2022
Category : Electronic
ISBN : 1946135771

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Thinking Ahead Roadmap by Marti DeLiema,Steve Vernon,Naomi Karp Pdf

Staying on top of your finances is important as you get older. Most people need some level of assistance managing their money as they age, no matter how healthy they are now. Advance planning is a smart way to minimize future uncertainties by choosing someone you trust to help pay your bills and manage your income and expenses. Planning ahead will help keep your money safe and give you peace of mind. The Thinking Ahead Roadmap (thinkingaheadroadmap.org) was developed by academic researchers and financial and legal experts. It will help you design a money management plan that works for you and the person you choose to be your financial advocate. This book will walk you through the steps to help ensure your financial wishes are honored as you age. It will help you...1. Choose a financial advocate you trust2. Organize your financial information3. Start open and honest conversations about future money management 4. Get a power of attorney so that your financial advocate can legally act on your behalf 5. Shift money management responsibilities to your advocate when the time is rightIn addition to walking you through these steps, the Thinking Ahead Roadmap provides information for people who are aging solo, resources on how to get an affordable power of attorney, and information on what it means to be someone's financial advocate. Start your journey today to prepare for tomorrow!

Author : Anonim
Publisher : Unknown
Page : 6 pages
File Size : 50,5 Mb
Release : 1988
Category : Advance directives (Medical care)
ISBN : MINN:31951002962154X

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Getting Your Affairs in Order by Anonim Pdf

Author : Bob Mauterstock
Publisher : Unknown
Page : 144 pages
File Size : 46,9 Mb
Release : 2008-11-01
Category : Family & Relationships
ISBN : 0977140393

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Can We Talk? a Financial Guide for Baby Boomers Assisting Their Elderly Parents by Bob Mauterstock Pdf

Talking to your aging parents about all the financial issues that affect them is often very risky and difficult to do. Can We Talk? by Bob Mauterstock gives adult children a practical and empathetic approach for working with their parents to discuss and plan for all the financial decisions they will face. The book lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as proper investment strategy, legal issues that can impact the family, creating a plan to deal with the devastating costs of long-term care, and passing on a legacy to the next generation. Bob calls on his 30 years of experience as a financial advisor to share real-life situations he and his clients have faced and how they developed practical solutions to solve them. Can We Talk? will give you the tools you need to put your aging parents at ease and give you the peace of mind to know that they are taken care of.

Author : David H. Solomon
Publisher : Unknown
Page : 552 pages
File Size : 40,5 Mb
Release : 1992
Category : Business & Economics
ISBN : UVA:X002117338

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A Consumer's Guide to Aging by David H. Solomon Pdf

Includes fitness, medical care, emotional health, sex and intimacy, finances, insurance, retirement.