Each generation can employ the three simple steps according to their own individuality, timeline, needs, and view of the world. When seeking advice, most families will interact with several categories of advisors who all serve different roles. Depending on your particular situation, you may call on a financial advisor, insurance agent, business tax consultant, CPA, investment advisor, age-in-place expert, eldercare attorney, legal counsel, Medicare/Medicaid specialist, reverse mortgage specialist, and so on.
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