Financial and benefit planning experts assist clients in managing their assets, paying bills, accessing benefits and/or community resources, calculating their benefit income and costs (medical, living, and leisure) adjusting for inflation.
A financial plan includes cash flow management, retirement planning, investment planning, risk management and insurance planning, and tax and estate planning. If real estate is involved, ask your financial planner about selling the property versus renting the property and managing rental income.
A financial planner may be able to explain the different insurance products a senior should consider including:
Orlando's Senior Help Desk is a free service of the Jewish Pavilion. We are financially supported by our generous sponsors and participating communities. Information provided is not to be considered medical or financial advice and users should consult with a licensed professional before making any final decisions. Orlando's Senior Help Desk and the Jewish Pavilion complies with the Can-Spam Act of 2003.
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