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Long-Term Care and Tax Planning

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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A study shows that 68% of adults are not prepared for retirement, and 48% don't care about planning for retirement. The reasons for this lack of preparation could be procrastination, feeling overwhelmed, or past financial mistakes. George Politarhos emphasizes the importance of not dwelling on past mistakes and instead focusing on moving forward. The conversation then transitions to discussing the Family First Retirement Plan, which includes addressing current financial status, income, expenses, social security, long-term care, and taxes. George encourages listeners to take the first step and seek professional help in planning for retirement.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com 

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  1. Family First Retirement

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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