The Role of Family Caregivers in Financial Planning

This week Ron Ray explores the evolving strategies for retirement planning, emphasizing the importance of adapting financial plans as circumstances change. It discusses the three main phases of retirement savings: accumulation, preservation, and distribution, highlighting the significance of risk management as one approaches retirement. Additionally, it addresses the often-overlooked role of family caregivers in financial planning, stressing the economic impact of caregiving responsibilities on individuals and families.

Find out more about Ron and the teams, as well as setting up a complimentary time to speak with them by reaching out to Turning 65 Solutions and Homestead Family Wealth

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