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A man and a woman sitting together at home, a household talking through a pension-and-caregiving squeeze
Financial Planning·8 min read·

The Brewster Pension and Caregiving Cash Flow Squeeze

A Brewster trades retiree can hit two big decisions in the same summer: when and how to start a pension, and how to pay for a parent who has started needing care. They pull on the same monthly dollars from opposite directions. My job is not to make the pension election for you, it is to get the household cash-flow picture straight so you can take a clear question to the people who do. Here is the order I work it in.

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

Peter Guggisberg, financial advisor, Hudson Valley NY

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