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Financial Planning & Wealth Management

A four-part series on financial planning and wealth management in retirement.

4 stories
3 Featured Resources
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A retired couple reviews household paperwork at their kitchen table

Why Financial Planning Is Important for Everyone

Good financial planning isn’t just about building wealth. It’s about making the most of what you have and helping ensure it will be there when you need it.

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An older couple talks with a financial advisor across a table

Key Things to Know About Wealth Management

Wealth management is about much more than choosing investments. It brings the many pieces of your financial life together into a coordinated, personalized strategy designed around your needs, goals and future.

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An older man moves a piece on a chessboard beside a window

Wealth Management Strategies

Wealth management for seniors can be quite complex and requires a thorough understanding of a person's financial situation, long-term goals, and risk tolerance.

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A financial advisor walks a woman through a one-page document

How a Professional Wealth Manager Gets Paid

The method of payment can have a significant impact on the advice and service provided, so it's important for clients to understand how their wealth manager is compensated.

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A word about our Featured Resources

Providing Seniors with useful information is only half our job. The other half is helping you put that knowledge to work.

Our Library accepts no paid advertising and does not endorse products or services. But with over 50 years of combined experience serving St. Johns County Seniors, my Board of Advisors and I have come to know some exceptional people and organizations.

We call them Featured Resources, and we’re pleased to introduce them to you.

Featured Resources are selected independently, not because they pay to appear in the Library. If you choose to do business with one, the Library may receive a referral commission. There is no additional charge to you.

Remember, they don’t choose us. We choose them.

Oliver C. Brown

Cognitive Testing

Featured Resource

Jacksonville Neuro Clinical Psychology GroupDr. Kathryn RitterFounder

Cognitive Testing May Be Free

Both of my parents died from complications of Alzheimer’s, so when my doctor suggested cognitive testing and told me Medicare would cover it, I said, “Go for it.”

The testing took about two hours and consisted mostly of answering questions. No needles, no electrodes attached to my head, and nothing resembling a science fiction movie.

My doctor referred me to Jacksonville Neuro Clinical Psychology Group. I was impressed enough with my experience that I subsequently invited its founder, Dr. Kathryn Ritter, to become a consultant as I continued exploring advances in dementia care.

I’m now planning my next evaluation.

Want to learn more? Read about cognitive testing and the Jacksonville Neuro Clinical Psychology Group.

Learn more from Jacksonville Neuro Clinical Psychology Groupsourcebook-production.up.railway.app/psa/jacksonville-neuro-clinical-psychology/

Cognitive Testing

Featured Resource

Jacksonville Neuro Clinical Psychology GroupDr. Kathryn RitterFounder

Cognitive Testing May Be Free

Both of my parents died from complications of Alzheimer’s, so when my doctor suggested cognitive testing and told me Medicare would cover it, I said, “Go for it.”

The testing took about two hours and consisted mostly of answering questions. No needles, no electrodes attached to my head, and nothing resembling a science fiction movie.

I’m now planning my next evaluation.

Want to learn more? Read about cognitive testing and the Jacksonville Neuro Clinical Psychology Group.

Learn more from Jacksonville Neuro Clinical Psychology Groupsourcebook-production.up.railway.app/psa/jacksonville-neuro-clinical-psychology/

Cognitive Testing

Featured Resource

Jacksonville Neuro Clinical Psychology GroupDr. Kathryn RitterFounder

Cognitive Testing May Be Free

Both of my parents died from complications of Alzheimer’s, so when my doctor suggested cognitive testing and told me Medicare would cover it, I said, “Go for it.”

The testing took about two hours and consisted mostly of answering questions. No needles, no electrodes attached to my head, and nothing resembling a science fiction movie.

I’m now planning my next evaluation.

Want to learn more? Read about cognitive testing and the Jacksonville Neuro Clinical Psychology Group.

Learn more from Jacksonville Neuro Clinical Psychology Groupsourcebook-production.up.railway.app/psa/jacksonville-neuro-clinical-psychology/

Independence & Non-Affiliation Notice

The Free Library for Seniors is an independently owned and operated educational and informational resource serving seniors in St. Johns County, Florida. It is not affiliated with, sponsored by, endorsed by, or otherwise associated with the St. Johns County Public Library System, St. Johns County Government, or any governmental agency. References to St. Johns County identify the geographic area served and do not imply any official relationship or endorsement.