AGING AND ITS FINANCIAL IMPLICATIONS: PLANNING FOR HOUSING

Where to live and how to afford it upon retirement is an utmost concern for your clients. And, housing may account for a large portion of their retirement income. It’s vital to the success of your clients’ financial plans that they be proactive and prepared. Our extensive educational materials — created in partnership with Johns Hopkins University School of Nursing and their Center for Innovative Care in Aging — can help enhance your planning process.

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Take this opportunity to raise this issue with your clients, leverage our materials for detailed information on housing options in retirement, and gain investment ideas on generating the income your clients may need in the future.