Retirees: Choose The Best Person To Help Keep Your Money Safe As You Age
Steve Vernon, Thinking Ahead Roadmap co-author, wrote a blog piece that was published in Forbes:
As you age, you might become more vulnerable to financial losses due to fraud, exploitation by unethical relatives or friends, or simply making mistakes. Many boomers have witnessed this situation with their parents or older relatives, which should be a wake-up call.
To address your risk of diminished capacity, you’ll want to make a plan to protect your money in your later years. You can use the free, six-step plan in the Thinking Ahead Roadmap: A Guide To Keeping Your Money Safe As You Age.