It’s never too early for financial management advice. Whether you’ve just started your career or are approaching retirement, assistance from a professional CPA can help keep you on track for all stages of your life.
Senior Money Management
Maintaining independence becomes even more important as we age. As seniors, it can be difficult to manage everyday bills and continue planning for your future. Eldercare Management is a simple way to organize all your finances, plan for caregivers, and ensure all documents like trusts and wills are completed and up-to-date. Working with a CPA can help you take care of your day-to-day income and expenses and prepare your family for any future financial needs.
Related article: How A CPA Can Serve Multiple Family Generations
Elder and Financial Care
Retirement is a life-changing goal that many people can’t wait to reach. Retirement can mean the freedom to pursue new dreams or just a transition into a more fluid lifestyle. Many factors go into planning for your retirement, including your health. It’s important to get financially fit and prepare for any health changes that may occur once you’re out of work. An experienced CPA can help you evaluate your current and future healthcare needs and develop a benefits strategy.
Related Article: How Marcia L. Campbell CPA Can Help You Retire by the End of 2020
Trustee Responsibilities
Children who are trustees can have big responsibilities when it comes to managing their parent’s finances or assets. Trustees can benefit from working with a private fiduciary. Aside from helping trustees, Fiduciary services also assist with a power of attorney for asset management, conservators of the estate, guardians of a minor’s estate, and special needs trusts. An experienced CPA can be the objective advisor your family needs to avoid conflict and make decisions in your parent’s best interest.
Benefits of Having a CPA by Your Side
From job transitions to administering a personal trust, you can benefit from professional money management at any age. Having a CPA with you by your side will help you feel confident in your finances and your future.
Contact us at 951-686-3608 to find out how we can help.