Aging in Place, Part 1
This week join Alyssa McNamara Reed, CFP®, her husband/business partner Kirk B. Reed, CFP®, and their guest Mark Friedman of Senior Helpers for a discussion on the financial aspects of aging and taking care of an aging family member.
Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Kirk B. Reed, CFP® is a financial planner with a passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
Mark Friedman has owned Senior Helpers Boston and South Shore since 2009. Passionate about the industry and seniors, he has been an advocate for licensing and standardized practices; setting the bar high for his own offices in caregiver recruitment, training, continuing education and advanced certification. Recently he introduced the LiFE Engagement Profile, (Li=Lifestyle, F= Feasibility , E= Evaluation ) a proprietary analysis that assesses a senior’s risk across more than 225 critical factors, providing extraordinary guidelines and insights for home care. These help mitigate factors standing in the way of successful recovery and aging in place.
You can find Senior Helpers online at: https://www.seniorhelpers.com/ma/south-shore/
McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
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http://mcnamarafinancial.com/