Finances

Building Your Financial Village

Trusted contacts: Your Financial team comprised of professionals, family, or friends, can be crucial to protecting yourself, your assets, and your peace of mind. Erica White, a partner at Clifford Swan Investment Counselors, will share approaches and pitfalls to building a financial village that have worked well for her older clients.

https://www.youtube.com/watch?v=nWxdKYTz_0A

Fiduciary for Older Adults

Learn what a Fiduciary is, and how they can be critical advocates for older adults. Hear about how a fiduciary might someday impact your life, and hear about the role Fiduciaries play in the affairs of older adults.

https://www.youtube.com/watch?v=bjOwwC8i-Dk&t=2s

Planned Giving – The Tax Advantages of Donating

Charitable giving! What’s not to like for the recipient? But what are some of the tax advantages that can maximize the donation while you’re living, and afterwards? Join Ashley Fontanetta, Client Advisor in Whittier Trust’s Philanthropic Services group, for a free overview of the various ways you can donate to nonprofits. She will explore the advantages and disadvantages of making gifts through Trusts, Foundations, Donor Advised Funds, Bequests, Required Minimum Distribution from your IRA, and other philanthropic vehicles.

https://www.youtube.com/watch?v=drDfY2wu7m0

Freezing for a Good Cause – Credit, That Is

If you are like many other Americans, you may have been receiving multiple notifications informing you that your personal information or your personal data has or may have been compromised. Learn from Villager Suzi Hoge’s personal experience as a layperson navigating protecting her credit.

https://pasadena.helpfulvillage.com/blog_posts/543-freezing-for-a-good-cause-%E2%80%93-credit,-that-is

National Council on Aging – Money for Older Adults

https://www.ncoa.org/older-adults/money

Certified Financial Planner Elder Care Finances

Certified Financial Planner™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.

Financial planning for elder care includes plans to pay for the potential cost of care, as well as the legal documents to help manage care for you or your aging relatives.

https://www.letsmakeaplan.org/financial-topics/topics-a-z/elder-care