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longtermcare


When an Alzheimer’s Diagnosis Changes Everything: The Financial Planning Decisions Families Face
A client of mine was recently diagnosed with Alzheimer’s. She had just retired after a wonderful career and was looking forward to enjoying her retirement. Unfortunately, her circumstances changed quickly. One of the first things we revisited was her existing alimony agreement, which had been established before she began working with me. As part of the divorce settlement, she had already given half of her assets to her former partner. In addition, she was required to
Michael Caligiuri, CFP®
Sep 12 min read
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