“If a blind man leads a blind man, both will fall into a pit.” If you are over age 55, make sure your advisers have sufficient life experience to guide you. Ask them if they have experienced the following life events: Greg has:
- Signing up for Medicare and Social Security benefits
• Had a family member die while he was holding their hand
• Been the executor of a family member’s estate
• Visiting a nursing home to see a close relative
• Visiting a hospice to support a close relative
• Survived third-stage cancer
• Has a family member with a disability
• Has a special grandchild that needs financial help
