Financial wellness is your key to financial clairty.

Whether it is understanding how to care for your parents or how you will be cared for in your later years,, everyone has financial questions they need answers to. You can have less worries and enjoy life more knowing you’ve pulled together all the important pieces of your financial plan. Gouldin & McCarthy is the resource that empowers you to start planning and reduce your financial stress.

Are you ready to start planning?

Our online tools will help you build your own elder care plan.

Webinars

Our elder care webinar series will help you understand the basics.

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Understanding Social Security
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Long Term Care Planning: What You Need to Know
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Medicare 101
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Checklists and White Papers

These downloads will help give you some direction and a deeper understanding of your elder care plan.

See All Checklists and White Papers
Caring for Elderly Parents or Loved Ones
Download
Mid-life Planning
Download
Pre-Retirement
Download
5 Social Security Facts
Download
Life Happens
Download
Healthcare is Not a Six-Figure Word
Download
Choosing Long Term Care Insurance
Download
Insurance
Download
Legacy Planning
Download

Ready to start planning? Pick your path below.

Build Your Own Plan

For those who want to try doing it themselves, use our tools and start planning.

Start Planning Take a Tour

Get Professional Help

For those who want a professional to build a plan for them, contact us to set up a meeting.

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