Are You Asking The Right Questions?
The annual financial review is a great time to discuss changes that may have occurred over the past year, and proactively plan in anticipation of events that may impact the success of meeting set goals.
Here are six easy questions you can ask to help get the conversation started:
- Have you incurred additional expenses because a family member or friend needed care?
- Have you needed to adjust your work schedule due to a family member or friend requiring supervision or assistance with activities of daily living?
- Have you recently moved a parent or loved one into an assisted living facility or nursing home?
- Have you recently become an empty nester?
- Are you preparing for retirement?
- Are you concerned with the government changes in healthcare and its inability to deliver a long-term care plan?