When you can't DIY manage finances

[lem1955]

I'm sure you all have grappled with the concern that someday you won't be quite as sharp as you are now. Can you point me in the direction of threads that deal with planning for managing finances in your dotage?

 

[rodi]

Here are some recent threads:
http://www.early-retirement.org/forums/f38/mild-dementia-and-portfolio-risk-77562.html

http://www.early-retirement.org/forums/f28/does-durable-poa-trump-poa-77847.html

There are lots of older threads as well - I did a search on the site for dementia + finances

 

[hnzw_rui]

For portfolio, that's easy: Vanguard Balanced, Wellington, Wellesley, LifeStrategy or Target Retirement Income. I'm strongly considering VPAS, too.

It's all the other stuff that I haven't figured out yet.

 

[Sunset]

And don't answer the phone so scammers won't trick you out of tons of money.

Or use a whitelist/blacklist device.