Caregivers Never Completely Retire

Creating support & confidence in retirement finances can be challenging. A fresh look by a financial professional is a good start. The Story: Chris is a busy guy.  Melissa, his lovely wife, and their 3 adult children are disabled.  While they do receive disability income, it’s limited and Chris has worked hard to create security for his family and to take care of them.  Multiple rental properties provide additional income, but also have maintenance needs.  He knows he needs to shift gears, since at 70 he’s not going to be able to continue do all the maintenance himself and still be there for his family members in the way that he wants to.  Caregivers in retirement don't completely retire. The Financial Challenge: Chris has a private loan of $250,000 now due on one of the rental properties and needs funds [...]