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Helping Seniors Know How To Handle Their Finances
When you care for an older adult who cannot manage their own affairs effectively, a critical part of the job is to make sure their finances are in good shape. Sometimes, it is quite easy to ignore the financial stuff because it is always a sensitive topic. Still, you need to find a way of bringing it up because a significant number of seniors are at risk of running out of money.
In fact, a 2019 study conducted by GoBankingRates revealed that up to 64% of Americans are expected to retire with less than $10,000 in savings. What is even more worrying is that more than seven million seniors are currently struggling to pay their medical bills. Fortunately, we are here to help you know how to handle finances on behalf of that senior citizen you are taking care of.
We Are Here To Help Every Senior Enjoy Their Sunset Days in Peace
Contact us today and talk to our financial help experts, who are always ready to help you make sound financial decisions.
We Help Seniors Decide and Setup a Practical Budget with Flexible Rules They Can Manage
At Senior America, we understand that the first step to saving money and living a happy life as a senior is setting up a realistic monthly budget based on your current financial situation. We have a team of financial experts that will assess your situation, set goals, and take time to outline clear steps you need to follow to achieve your financial goals.
They will help you keep your spending habits under control and encourage you to remain financially discipline to avoid running broke. They involve you every step of the way and help you understand why financial discipline is still essential even in your retirement days. We shall teach you how to use some senior-friendly online tools for financial planning and budgeting.
We Are Here To Make Sure You Don’t Run Out of Money
We help you explore all your potential sources of income to keep your stream of money flowing. We have social security experts who will assess your social security income to ensure you receive the maximum benefits possible.
Once you have retired, it is critical to protect yourself from inflation with a combination of your treasury inflation-prot6ectecd securities and social security benefits. Our financial advisors will always be there to tweak your portfolio for optimal results. We care about your finances and want to help you live your senior life comfortably.
We use proven financial tools and strategies to help seniors identify which spending habits are necessary and which ones aren’t essential and can be changed or reduced. We make them part of the decision-making process for a better understanding of their financial behaviors and compliance.
