Ask Terry Questions must haves

must haves

By Terry Savage on May 18, 2024 | Financial Planning / Retirement

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



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