As kids are heading back to school, it’s the perfect time for grown-ups to get a lesson or two in smart retirement planning. Maybe your children are off to college and you are trying to care for parents, work and plan for the future? Or you’ve been concerned about preserving assets and aging independently in these financially rocky times. If this sounds familiar, then you'll want to listen to last Saturday’s refresher course on Life Happens Radio!
Joining host Lou Pierro last weekend was Katherine Rosenblatt, geriatric care manager with EverHome Care Advisors, a program of Pierro, Connor & Associates. In this Back-to-School show, Lou and Katherine discussed how to find the right care for your loved ones while protecting their life savings. Strategies included:
- Personalized care plans
- Asset protection planning
- Medicaid applications
- Legal and financial solutions
Hosted by Lou Pierro, Esq. and Katherine Rosenblatt, LMSW