Where Seniors Can Get Financial Advice
Yes, you are wise and experienced in many things. Having lived for more than 65 years, you definitely have a lot of information. However, you might not be good with matters finance. And there is nothing wrong with that. All you need to do is to seek financial advice from reputable organizations, firms, and individuals. You probably acknowledge the importance of seeking financial advice. Otherwise, you would not be reading this post. After all, the title states very well what it intends to educate you on. So, congratulations for acknowledging your weakness. Where exactly can you get good financial advice? Well, consider the following.
- A finance expert
A reputable finance expert should be able to guide you accordingly to get a 2019 Plan F medicare supplement out of the issues you have with your finance. They will also help you come up with strategies to manage your finance successfully and even find ways to invest your savings so that your financial future can be secured. Of course, you will have to part with some money as fees. But the services you will get could be valueless. Just be sure you are consulting a reputable, qualified and experienced finance professional.
- A local community center or church
Find out if there is any local community center or church that provides low-cost or free workshops or classes on budgeting and personal finances. This option is usually less expensive as compared to when you seek advice from professional financers. Be sure to attend all the classes and pay attention to everything that you are taught. Don’t be shy to ask questions and clarifications on areas you haven’t understood well.
- Credit unions and banks
You can also get help from banks or credit unions. There are some that normally offer classes on personal finance on occasional basis for seniors.
- A mentor
You can also get help from a mentor who is trustworthy, willing and able to help. A mentor can help you come up with a budget and guide you on how to stick to it for few weeks or months. A good mentor will follow up every day to find out if you are actually following your budget.
- Family members
If you have children who are well conversant with matters finance, then they can also be helpful when you need someone to help you get through your budget. Ask your family members for helps and be sure to share with them your financial dreams.