Ask Terry Questions End of Life Concerns

End of Life Concerns

By Terry Savage on November 08, 2024 | Financial Planning / Retirement

We are a 70 yr. old couple with Husband battling Parkinsons Disease. Net Assets of $1.15mm including IRA and Home value. ($120K mortgage).
We have a retirement income stream off $7,300/mo. (pension, Social Security & annuity). This is without accessing net assets.
How should we handle the issue of increasing health care as well as life’s expense for the Wife should the husband first meet E.O. Life.

Terry Says

OK, this is a HUGE task. And I know of only one way you can get trusted advice on all of this!
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Please write back and tell me about your experience.

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