Our goal is to make a difference--for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy, First National Trust & Wealth Management can work with you to develop a plan aligned with your needs and goals.
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.
Cash Flow
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.
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