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MANAGING FINANCES CAN BE CHALLENGING AT THE BEST OF TIMES BUT FOR THOSE ADVANCING IN YEARS THERE ARE SOME FACTORS YOU NEED TO CONSIDER TODAY

 

FREE CHECKLIST:

How To Understand And Then Manage Finances For An Aging Friend Or Family Member...

What you'll learn from this checklist:

  • The Two Areas of Cash Flow - so you know whether someone is living within their means.
  • Insurance - including types of insurance one may have versus must have...
  • Investments & Taxes - making sure you can access this information if the need arises.
  • Estate Planning - including Will, Trust, Power of Attorney & Medical Directives.
DOWNLOAD YOUR CHECKLIST

*Generationally Prepared does not provide financial or legal advice. Our checklists are for informational purposes only. Please consult a lawyer/professional specific to your needs. Laws may vary on individual state requirements.