Did you know?
One in five people age 75-79 have mild cognitive impairment or dementia. This risk increases to one in two for people in their 80s. Research shows that even mild cognitive impairment makes it hard for people to manage their money on their own.
Although many people remain financially sharp as they age, it's smart to have a plan for whatever changes may lie ahead. The Thinking Ahead Roadmap will help you protect your money from scams, exploitation, and costly financial mistakes by choosing someone you trust to be your financial advocate.
Being in charge of your money tomorrow starts with planning today.
Financial advocates can handle your money matters like paying your bills, repaying money you owe, applying for government benefits, managing property, filing insurance claims, paying taxes, and keeping an eye on your retirement savings.
Having a financial advocate will help keep your money safe and give you peace of mind. A financial advocate might be your spouse, partner, adult child, other relative, close friend, or even a paid professional.
Your financial advocate needs to know what matters to you. They also need to have the authority
to step in if needed.
We're here to help you pick the right person to help keep your money safe and ensure your needs are met.