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About Retirement Planning and Financial Advice

Retirement PlanningA financial planner or advisor who works with the elderly is going to understand how to invest assets for that age group. This person will also understand how to use assets and income when there is a need for long term care.

This person will work closely with an estate planning or elder law attorney to make sure all arrangements for the estate, for disability, for loss of capacity, for medical treatment and for long term care are covered.

An elder financial advisor is also likely to work with a team of eldercare advisers such as care managers, pre-need funeral planners, long term care insurance specialists, reverse mortgage specialists and home health providers.

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