Category

Elder Planning

A&I Financial Services

Couple discussing finances with a wealth advisor
Three pillars of a happy retirement are money, health, and relationships. As we age, health becomes more and more important. If you, or a loved one, is looking for home healthcare, you may want to start your search here: the Medicare website. Home healthcare agencies are registered with Medicare, so they can receive Medicare payments....
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Wealth advisor explaining financial strategies in a video
We discuss the three plans everyone needs as we age. 1, a plan for our health, wellness and care. 2, a plan for our end-of-life. 3. An estate plan. Learn ways to improve care, expand your options and empower everyone to achieve “aging on your own terms.”
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Illustration of life’s financial journey with key milestones
Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
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