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Don’t run out of your hard earning money during your golden years! Money management during retirement is equally as important as it is planning for retirement. From minimizing fixed-expenses and maximizing social security benefits, there are simple things you can do to protect your assets and enjoy your retirement to its fullest!
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To ensure you don’t run out of your savings, it will be important to make sure that your necessary and fixed expenses are covered by social security, pensions or annuity payments, and insurance benefits. This will help protect you from market volatility and the disruption of your retirement plan.
Long-term Care Insurance is often a difficult and overlooked topic. Unfortunately, the expense of nursing homes and assisted living facilities can derail a retirement plan and may even cause some retirees to lose their hard earned assets. Typically, long-term care insurance will cover in home care, assisted living facilities, hospice and respite care services, adult day centers and nursing homes.
If you have an asset, you have an estate. Estate planning can help you ensure your estate is distributed the way you want it to be. Estate planning can also prevent a wide range of legal issues, family and social matters, as well as healthcare planning concerns. Not to mention, the complexity and emotion that comes with it. Every estate plan has unique characteristics and should be customized to your wants. You should review your plan every few years to ensure it stays up to date.
