Wealth Protection and Financial Planning for Every Stage of Life

Financial planning isn’t just about growing your wealth or preparing for retirement. It’s also about protecting what you’ve built, preparing for the unexpected, and making decisions that support the life you want to live.

That’s where real financial planning (that comes from fiduciaries) can make a difference. If you're wondering how you can protect your wealth from increasingly convincing AI scams or how to approach those midlife financial decisions that are all too easy to put off, a financial planner in the Network might be the right fit to help you work through that next.

Wealth protection, insurance, and big-life-altering financial (and personal) decisions don’t happen in isolation. Your financial security depends on more than investment returns alone. It's also a product of who you've got in your corner when things start to turn. In this collection of advisor insights, you’ll learn how to manage financial risks, protect the people and assets that matter most, and make more confident decisions at every stage of life.

Advisor Insights ↘

How to Help Your Parents As They Age — 80% of What You Need to Do (Excerpt from Book)

By Elliott Appel, CFP®, CLU®, RLP®, Kindness Financial Planning

In honor of my new book, How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving, being released on Monday, September 14, I’m offering you a sneak peek into it.

Below is a complete chapter from the book called “80% of What You Need to Do.” My hope is that you’ll order and read the entire book, but for those who want a few steps that might make the most impact, it talks about what I would do first.

Extra Resource: As you get organized, consider using an “in case of emergency” downloadable template. It’s 104 pages that you complete to provide a roadmap for your family step in to help you.