Louise Meanwell’s Financial Planning Advice for Seniors

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Louise Meanwells Financial Planning Advice for
Seniors
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Louise Meanwell Emphasizes the Importance of
Financial Planning For Seniors

• According to New York based financial industry
  broker Louise Meanwell, financial planning is
  important at every age.
• Talking particularly about the role financial
  planning plays in the life of seniors, she says
  that it helps ensure that they have enough funds
  to enjoy their retirement years without any
  financial stress.

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Financial Planning Tips for seniors by Louise
Meanwell

• Louise Meanwell shares some simple financial
  planning tips on how seniors can be financially
  prepared for the changes that may come with
  retirement.
• Create a realistic retirement plan
• Re-evaluate your lifestyle considering expenses
  like-term health care
• Factor in inflation
• Do not just rely on social security

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How Does Meanwell Assist Her Senior Clients With
Financial Planning?

• Having been working as a financial industry
  broker from the past several years, Louise
  Meanwell feels that many older adults put off
  financial planning simply because they do not
  know where to begin.
• When assisting her senior clients, she helps them
  evaluate their current portfolio and offers
  guidance on a course of action.
• She also helps them manage their savings
  throughout their retirement so they can feel at
  ease knowing that they will continue to have the
  funds they need to have a stress-free retirement.

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Meanwells Interests That Keep Her Occupied
During Her Free Time

• Visiting art museums
• Exploring historical structures
• Listening to classical music
• Watching NY rangers and NY jets
• Horse riding
• Running
• Swimming, etc

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Thank YouLouise Meanwell