SPECIAL INSIDER'S REPORT
Discover the Most Crucial Things Every Family Needs to Know About Financial Protection in the Face of Dementia
With clarity and compassion, this book equips readers with practical tools to navigate the complex waters of financial planning amidst the challenges of a dementia diagnosis.
Here's Just Some of What You'll Discover in Your Free Book...
Understanding: The nature of a diagnosis, its progression, and how it affects cognitive abilities related to financial management. Understanding the disease is crucial for making informed decisions.
Early Planning Strategies: The importance of early financial planning, including creating or updating legal documents such as wills, trusts, and powers of attorney while the individual is still capable of making sound decisions.
Managing Finances: Practical advice on managing finances effectively as dementia progresses. Simple steps to help you simplify accounts and implement safeguards to prevent financial exploitation.
Healthcare Costs: Estimating and planning for the potentially substantial healthcare costs associated with dementia, including long-term care expenses and medical treatments.
Estate Planning and Legacy: Planning for the distribution of assets, minimizing estate taxes, and ensuring that the individual's wishes regarding their estate and legacy are carried out.
Coping Strategies: Advice on coping with the emotional and practical challenges of managing finances in the face of a dementia diagnosis, including self-care strategies for caregivers and family members.
About the Author
Barbara Swiatek is a seasoned financial advisor, accomplished author, and host of the radio show Retire Financially Fit. With nearly 25 years of experience, she has become a trusted resource for families seeking to secure their financial futures. Barbara also assists families affected by dementia and other long-term care needs, offering invaluable insights into the unique challenges they face.
SF Financial Services, founded in 2002, has evolved into a
well-established firm serving clients nationwide. Holding licenses in securities and insurance, Barbara and her firm provide comprehensive financial planning services, with a particular focus on retirement planning which includes long-term care. They also offer their expertise and support to help families navigate long-term care needs, asset protection, insurance options, and access to government assistance programs.
In addition to their financial advisory services, Barbara and SF Financial Services are committed to community education. They regularly host educational events to promote financial literacy and empower families to make informed decisions about their financial futures. Whether clients are planning for retirement or seeking guidance on long-term care, Barbara and her team stand ready to provide steadfast support and guidance.
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