Senior Citizens: Here's A Guide to Stress-Free Financial Planning In India

Outlook Money

Retirement

For a stress-free retirement, it is essential to have proper financial planning.

Retirement Plans

Financial Planning

1. Know what is wanted; It is essential to have information about all one's financial needs. It helps better identify the saving opportunities and adjustments needed. 

Financial Planning

2. Create or Update Budget

One should also create or update the Budget based on needs. Money should be balanced according to the needs.

Budget

3. Reviewing Legal Documents

It is also important to review the Will and Clarify the asset's inheritor. One should appoint a Power of Attorney and also specify the health care directive.

Legal Documents

4. Long-Term Care

One should plan for long-term care and consider options like Long-Term Care Insurance, reviewing Ayushman Bharat eligibility, and exploring elder care services provided by local NGOs. 

Long-Term Care

5. Financial Planner

It is also suggested to have a certified financial planner who can assist in India in aligning their money with retirement goals.

Financial Planner

Schemes For Senior Citizens

Seniors should also keep an eye on the schemes provided by the government like Senior Citizen Savings Scheme, Pradhan Mantri Vaya Vandana Yojana and Fixed Deposits for Seniors.

Scheme

Keep In Mind

For a stress-free retirement, seniors should keep in mind that planning early can be very effective and straightforward.

Keep in mind

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