Author Topic: Preparing for senility, no kids??  (Read 132 times)


  • Apprentice
  • *
  • Posts: 1
  • Karma: +0/-0
Preparing for senility, no kids??
« on: March 11, 2019, 04:00:36 PM »
I am in my seventies and my wife is in her late sixties. I am starting to plan for the time when my wife and I may no longer be able to manage our own investments, pay our taxes and utility bills, or much else.

We do not have children and none of our loved ones has experience managing money.  Also, we do not live near any of our siblings.

We have substantial Traditional and Roth IRA investments but we live off our pensions.  I am a buy and hold investor and am not particularly concerned about maximizing my returns.

I would like recommendations on the financial services we are likely to need as we age.