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Robert Harding Financial Group

 

18301 North 79th Avenue D-149, Glendale, AZ 85308


Phone: 623-977-9823

Fax: 623-977-0181

Toll Free: 800-977-9823

 

WE OFFER INDEPENDENT UNBIASED NO-STRINGS-ATTACHED FINANCIAL ADVICE. WE ARE COMMITTED TO YOUR FINANCIAL FUTURE!

 

May/June 2021

May is Older Americans Month

May is Older Americans Month

A Presidential Proclamation designates May as the month for honoring older people in our communities. It can also serve as a reminder to ask older relatives about their health and finances. Consider talking with loved ones about:


Estate Planning
At a minimum, make sure your relative has a will and up-to-date beneficiary designations on retirement accounts and insurance policies.


Long-term Care Insurance
Most people will require some form of care as they age. Long-term care insurance can help pay the high costs.


Will, Health-care Proxy and Durable Power of Attorney
These documents, respectively, specify end-of-life treatment and appoint someone to make medical and financial decisions when a person is incapacitated and can't make these decisions on his or her own.


Downsizing
Moving into a smaller home or apartment or one without stairs encourages older relatives to clear years of clutter and can make upkeep easier to manage.


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Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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