A.I.M. starts the process with a personalized, confidential interview to identify the decisions that stress you the most such as housing, insurance, healthcare, retirement and end-of-life planning, etc.
We help you act on the needed decisions quickly and responsibly. Let Aging Issues Management help you address your planning needs now and in the future.
Learn About Retirement, Housing and Other Decisions during the various stages throughout life.
You have graduated high school or college and you’re off to your first job, making money; it’s a good time to begin to understand the basics of Financial Planning. You need to understand budgeting and investments. Aging Issues Management is here to help educate you.
You are now thinking about what happened in the past and what you’ll be facing in the future. Plans for children’s education. Plans for retirement. But it’s time to start to look at where you are against these goals. Now is the time that you need to start to check where you will be financially for the rest of your life.
The human body is a machine. Both muscular and memory. At some point, it is likely, we will need some assistance. Whether it be simply transferring from a chair to standing up. Or, remembering how to transfer from the chair. We at Aging Issues Management have expertise helping Individuals plan. At this stage, financially, and we have the strategies on how to identify all the resources available. Medicaid. Planning is an important part.
You now have obligations. Maybe a mortgage. Maybe children and someone else is dependent on you. Insurance and future financial planning are extremely important. Let Aging Issues Management help you identify your insurance needs to protect your partner and family.
When you make that decision. There are a lot of questions and issues you will face. There are questions on Social Security. There are questions on Medicare. And there are questions on “Do I have adequate resources to provide for my family for the rest of our lives”. You need to be prepared.
Unfortunately, as the quote goes, in life there’s nothing definite except taxes and death. We help people plan to both reduce taxes and provide for survivors. We plan for both of them. Life estate, Medicaid estate and survivor planning for all is important. We review all documents to make sure they are up to date and that they actually provide issues for the issues that you brought.
As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well? Aging Issues Info helps senior citizens with family financial decisions related to housing and the financial effects on retirement.
To receive the latest news, updates and invitations to our upcoming workshops and events.
As we age there are serious questions we have to start asking ourselves and our families.
https://vimeo.com/771210857 Hello, my name is Joe, and I’m videoing from my backyard. Just like there are four seasons, there are four stages of retirement that you need to know about. During each of the four stages, you need to do different things. Let’s talk about spring. I’m going to use spring as
Come join Joe of Aging Issues Management in a riveting discussion on how to become financially fit in 2022! The following topics will be