Be the exception,

…to so many failed retirement dreams. Keep your LifePlan updated!

Upcoming Client-only events

Stay up-to date with changes in law, new tools and strategies to improve your LifePlan. Sign-up for an upcoming event by clicking one of the options below.

Client Connection Webinar – 11:30am

Saturday, August 29 @ 11:30 am - 1:30 pm
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Recent Articles

When Mom Stops Driving: Alternative Modes of Transportation Are Often Essential to Stay Independent, Avoid Isolation Beware of Do-It-Yourself Wills: They Can Save You Money but Leave Your Heirs Uninformed and Unprotected Family Finance Update: A Spendthrift Trust Can Help You Keep Your Heirs from Blowing Their Inheritance Committed to Walking 10,000 Steps Per Day? New Research Shows There’s No Magic in that Commonly-Accepted Goal New Service Called BUDDY Makes It Simple for Concerned Families to Monitor an Aging Loved One’s Health and Safety Two Recent Articles Point Out That Ageism is More Pervasive – and More Harmful – Than We Realize Motley Fool Warning: Just Because You’re Feeling Restless and Dissatisfied at Work Doesn’t Mean It’s the Right Time to Retire When Aging Parents Move In With Adult Children, It Takes Planning and Preparation to Avoid Conflict and Disappointment Preventive Health Care: New AgingOptions Partnership with InsideTracker Offers Innovative Approach, Reduced Costs Kiplinger: There Are At Least Nine Types of Retirees – Which Description Best Fits You?

Survey says…

As we speak to clients and their families, we see a pattern:

  1. Those who completed and maintained all parts of their plan, and achieved their goals…

  2. And those who did not.

Having good legal documents in place is only part of the recipe. Laws and Life change necessitating updates to those documents, plus actions actions are needed in Finances, Housing, and Health that will protect you and your Family.

Your LifePlanner is ready to review your documents and help you make any adjustments necessary to provide predictability in YOUR outcome, and confidence in your planning.

Schedule an appointment to review or update your LifePlan and/or Legal documents.
(legal reviews are done by Life Point Law. AgingOptions does not offer legal advice).