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Episode #139: Elder Planning

Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of us need to make as ...we age:
1. Living at home
2. Plan B, living somewhere else
3. Health
4. Money
5. Medicare
6. End of life planning
7. Legacy

As always, it is good to have an expert on your side.

The Expert Network Team provides a free consultation.

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Taylor Smith
Attorney
Goodspeed, Merrill
(720) 473-7644
tsmith@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

#ElderPlanning #RetirementPlanning #MedicarePlanning #estateplanning101[+] Show More

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