must haves
65 yrs, retired, drawing medicare, have ira from work, roth, small stock portfolio
what else should i have as standard part of plan?
Terry Says
How about an estate plan — a revocable living trust– where you name someone to handle your assets if you are incapacitated (stroke?)
How about long term care insurance — so you can get care at home — not covered by Medicare for “custodial care.”
In fact, how about a session with a fee-only FIDUCIARY financial planner who is not trying to sell you something! Check this link: Pam Krueger Wealthramp – Terry Savage
