After a conversation with her daughter-in-law, Donna remembered how her own mother wasn’t prepared for financial issues later in life. Wives outlive their husbands by an average of 5 years, and the majority of patients in nursing homes are women. Donna reached out to her advisor at Family Wealth Advisory Group to discuss how to prepare now for life’s hardest times in the future. • Modify her current financial plan to allow for differing life expectancies of her and her husband. • Gather research to build a budget for care. • Discuss family history of time spent in managed care. • Create a plan to make sure the family understands their role in Donna’s future needs. With a plan in place, Donna feels prepared for her future. More important, it helps guide and protect her children. Get peace of mind when it comes to your future with Family Wealth Advisory Group.
Improving Life’s Journey Through Innovative Advice and Traditional Values
7359 East Kemper Road, Cincinnati | (513) 469-8100 | fwag.com
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FinerLawn.com May 2019 | Loveland Lifestyle
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