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From Senior Outlook March 2015
A Healthful Guide to Planning for Medical Expenses
I’m an estate planning educator (not “estate planner”). I help plan lives, mostly focusing on finances in retirement. But my team and I use a holistic approach, looking at everything so clients can live how they want.
Undoubtedly, finances and health are inter-linked, especially as we age. And it takes a well-rounded, communicative planning team to succeed.
Too often we see people combine different planners’ advice. You wouldn’t do that with medical advice, so why do it with your finances
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