« Can our elderly parents afford to move into assisted living? | Main | How can we protect my elderly father from elder financial abuse? »
Thursday
28May2009

I'm ready for the next chapter in my life - what issues should I consider?

Clients in their mid-40's are ready for the next chapter in their life, and they want to move to a smaller town, closer to the recreational activities they enjoy.  Key issues:

  • What issues are involved in this decision?
  • What's the reason for this change?
  • What about healthcare and insurance coverage?
  • How soon can I make this change?

This is the first of several discussions we will have to embark on this major change in their life.