Keyword Details: Retirement Planning
Programs that help people of all ages plan financially for retirement. Services may include a review of existing assets, retirement goals and expected retirement income and assets; analysis of options which may include work-related and individual retirement accounts, investments, savings accounts, trusts, annuities and insurance policies; and assistance in formulating strategies for money management, asset growth and protection, and realistic goal setting based on the client's age, current lifestyle, financial obligations and future earnings potential.
Aging Well is a free service of the National Council on Aging (NCOA) a non-profit that is dedicated to help you age with confidence. Use Aging Well to get personalized resources, tools, and expert help.
Many adults over 55 need help making ends meet, but may not know where to find resources that can...
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Aging & Disability Resource Center may not be held liable for misuse of this information.
The ADRC does not recommend or screen the businesses or service organizations in our data base and is not responsible for any vendor business policies. Please use your discretion when calling
for services, requesting estimate, reviewing references and licensure. For professional license information, you can contact the Wisconsin Department of Regulation and Licensing
by phone: (608) 266-2112, or access their website: https://licensesearch.wi.gov/.
Please contact the ADRC if you need additional assistance or have any additional questions Kenosha County ADRC 8600 Sheridan Road; Kenosha, WI 53143 phone: 262-605-6646; email: adrc@kenoshacounty.org Hours: Monday-Friday 8:00am-5:00pm.
You can also contact the Better Business Bureau by phone: (800) 273-1002 or access their website: https://www.wisconsin.bbb.org
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