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.

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"A Financial Roadmap for Families"

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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.

Please download it now, read it, and let me know if you have any questions.

SF Financial Services

1870 Dublin Blvd. #D

Colorado Springs, CO 80918

(719) 597-2179 | www.sffinancialservices.com

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. SF Financial Services

and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Barbara Swiatek and her affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

The content is not endorsed or approved by the Social Security Office or any other Government Agency. Guarantees are backed by the financial strength and claims paying ability of the issuing company. This content is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.