Whealthcare Announces New Blog to Help Older Adults and Their Families
Chris Heye, Co-Founder of Whealthcare Planning, has announced the launch of their new blog. Whealthcare Planning is a comprehensive cloud-based platform designed to enable individuals and families more effectively plan for the financial challenges associated with aging.
The purpose of our blog is to help older adults, their families, and the professionals they work with more effectively meet the financial challenges of aging. They will be reviewing relevant research, presenting real world case studies, and offering our recommendations for financially safe and successful aging.
Most of the posts will be written by Chris and Whealthcare Planning Co-founder Carolyn McClanahan, MD, CFP®, though they will also be publishing guest entries by other subject matter experts.
The first post, "When does financial decision-making capacity peak?" can be accessed by clicking here.
Copper Leaf Financial is a fee-only, fiduciary firm and we can help you by providing advice on all financial matters. With offices in Williston and Rutland, Vermont, we develop a customized wealth management (financial) plan designed to integrate every aspect of your financial life. This is "true wealth management" - a holistic, all-encompassing approach that goes beyond just investment advice. Call us today at (802) 878-2731 to schedule a strategy session and begin building your road map to financial success.