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WATCH: Your Money and Retirement

WATCH: Your Money and Retirement

With Christopher Berry, CEO of Castle Wealth Group

Chris Berry, a certified elder care attorney, financial advisor, and CEO of Castle Wealth Group discusses retirement planning in your 50s, 60s, 70s, and beyond, and maintaining flexibility with your plans - especially during tenuous times. He addresses pre-retirement and retirement issues, six ways to pay for long term care, home care, assisted living, or nursing home care, as well as the preservation and distribution of your assets throughout the years. Chris has developed three pillars of successful planning which include finances, taxes, and estate planning. Chris also talks about veterans and Medicaid benefits, insurance strategies, and leveraging your assets and protecting them. As he states, "this isn't fun or sexy, but it is the rest of your life!"


 

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