From Senior Outlook

A Healthful Guide to Planning for Medical Expenses by Jerry Linebaugh II

I’m an estate planning educator (not “estate planner”). I help plan lives, mostly focusing on finances in retirement. But my team and I use a holistic approach, looking at everything so clients can live how they want.

Undoubtedly, finances and health are inter-linked, especially as we age. And it takes a well-rounded, communicative planning team to succeed.

Too often we see people combine different planners’ advice. You wouldn’t do that with medical advice, so why do it with your finances.

Note: These are the opinions of Jerry Linebaugh and the authors and not necessarily those of the Foundations Investment Advisors, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.

Whitney leaning against a railing on a downtown street

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