Imagine hearing the doctor say the word Alzheimer’s and knowing your memory is slipping away. Your bank account is missing nearly two grand, but you aren’t sure where it went. Your bills are piling up, unopened on the kitchen table. Your son keeps asking you questions about your legal and financial documents, but you don’t know where they are or how to access them online.
Alzheimer’s disease now affects over 5 million seniors in America. Even if you never face a difficult dementia or Alzheimer’s diagnosis, if you’re reading this, you are human and you’re aging. Money management is often the first skill to fade as memory loss advances. Many senior citizens find themselves in complicated financial scenarios as their memory fades. Preparing your finances for forgetfulness ahead of time will save you (and your family members) a great deal of frustration and allow you to enjoy the life you’ve built.
Now imagine this: You hear the doctor saying the word Alzheimer’s, but you are confident you’ll be okay. Your financial plans are in order. You don’t have to worry about your bank account being drained with forgotten charitable donations or pesky phone scammers. You won’t have to feel the stress of managing a complicated investment portfolio on your own. You have already selected a trusted agent. You know your retirement savings and other assets will be protected even as your memory fades. You will have the financial support you need to continue living a comfortable life.
This is our vision for you.
We want to help you protect your finances and manage your money well, regardless of what the future holds. Get our free guide and start preparing today.