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Kim Purnell

Kim Purnell

A Wix Legend Marketplace Agency
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CLIENT RESOURCES

Caring Conversation | Having The Conversation!

Caring Conversation | Having The Conversation!

How to Start the Conversation with Your Parents about needing care or possibly moving into an Assisted Living Facility.


Retirement planning should include conversations about aging and how to plan for the future. Consider discussing options such as home care, assisted living, residential care, adult day care, memory care and skilled nursing facilities. 


Be sure to research all of these options to understand the care and services available, and how it fits into your budget. Remember to plan for the long-term, as your needs may change over time. 


When discussing retirement planning and aging with your parents, it is important to have a thoughtful and honest conversation. Consider asking your parents these 10 key questions: 


1. What kind of care do you need and want now and in the future? 

2. Are you interested in staying in your home or considering other living arrangements? 

3. How do you envision your retirement years? 

4. What is your current financial situation? 

5. What kind of health care coverage do you have? 

6. Do you have a plan for long-term care? 

7. Are you comfortable with the idea of in-home help or assisted living? 

8. Do you have any specific wishes you would like to make known? 

9. Do you have a will or estate plan in place? 

10. Do you have an Advance Directive in place? 



Having these conversations early can help you and your parents plan for the future and ensure that their wishes are respected.


Therefore to help you learn more...


I'm gifting, to you, a copy this Amazon Best Seller Book.


To get your copy of "How Not To Pull Your Family Apart", as my gift to you, simply drop me a note below with your name and information.


Or, if you prefer to contact me directly, either send me by email, text or call me. My contact information is located in the footer of this page. I'll respond within 24 hours, it not sooner.



Regards,

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Florida

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[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

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Adaptive Marketing Group, LLC

898 Glendale Ave Palm Bay, FL 32907

Florida

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[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.

FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.

You can learn more about FINRA's rules and guidance on disclosure from their website ?.

Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.

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