Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Essential Steps for Solo Agers: A Comprehensive Guide

June 7, 2024

Aging solo comes with unique challenges, especially without the support of close family. To ensure a secure and fulfilling life, solo agers should take proactive steps. Here are seven key actions:

  1. Emergency Contacts: Identify who to call in a crisis.
  2. Solo Retirement Planning: Consider legal, healthcare, housing, and support networks.
  3. Professional Support: Assemble a team including an elder law attorney, patient advocate, and financial advisors.
  4. Financial Documents: Ensure you have a durable power of attorney and a will.
  5. Medical Documents: Prepare a living will and healthcare proxy.
  6. Adapt to Changing Circumstances: Plan early and adapt as needed.
  7. Community Building: Connect with other solo agers for support.

For a detailed exploration of these steps, visit the original Kiplinger article.

Additional Information for Solo Agers

  1. Emergency Contacts: Build a network of reliable people who can assist you in emergencies, ensuring they are aware of your needs.
  2. Legal and Financial Planning: Work with professionals to draft necessary documents like a power of attorney and will, tailored to solo agers’ specific needs.
  3. Healthcare Management: Appoint a healthcare proxy and prepare a living will to outline your medical preferences.
  4. Community and Support Networks: Engage with local and online communities for support and resources.

Planning for solo aging is crucial for ensuring peace of mind and security. Taking these steps can help solo agers navigate their later years with confidence and support.

For personalized and comprehensive retirement planning, reach out to Omni360. Our team of experts can help you navigate financial, legal, and healthcare decisions to ensure a secure and comfortable retirement. Trust Omni360 for all your retirement planning needs.



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Financial Frictions Hinder Innovations

A recent study co-authored by Wharton’s Thomas Winberry reveals that financially constrained firms face a ...

The post How Financial Frictions Hinder Innovations first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
5 Budgeting Myths That Stop People from Saving

Budgeting is crucial for managing your money well. However, many people avoid it because they ...

The post 5 Budgeting Myths That Stop People from Saving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more