Build a team
Growing older without a spouse or adult children means you'll need to build support who can help with your finances, make medical decisions and prevent you from becoming isolated as you grow older (extended family, trusted friends, and paid professionals):
- Find people who will manage your financial and medical affairs, people to stop by, run errands, or drive you to appointments.
- Find out what they're willing to do, and make known your wishes.
- Revisit these plans often.
- If you don't have a friend or family member to carry out your wishes, consider working with a professional fiduciary, such as an accountant, lawyer, or trust company officer.
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"Many people are in the dark when it comes to money, and I'm going to turn on the lights. " ~ Suze Orman
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