Our Graham is featured on the informational Wealth Advisors Website

Our Graham is featured on the informational Wealth Advisors Website! March 2025 edition

Our Graham, one of the directors of My Later Life, couldn’t be happier to have been asked by the Wealth Advisors website to contribute an article on a key question many people have:

"How Do Wealth Managers Adjust Financial Plans for Major Life Events?"

With years of experience helping individuals navigate financial decisions in later life, Graham was the perfect person to provide insights on this topic. In his article, he shares expert advice on how wealth managers adapt financial strategies to ensure stability and success during major life changes.

We’re incredibly proud to see his expertise recognized in this way. Below, you’ll find the full article as published by Wealth Advisors.

Graham wrote :

Explore Home Equity release to help for Medical Costs

In wealth management, financial plans need to be adaptable because life is unpredictable. I recall working with a client who had carefully mapped out their retirement, only to face an unexpected medical expense that significantly altered their financial outlook. They were concerned about maintaining their lifestyle without depleting their savings too quickly.

After thoroughly reviewing their options, we explored home equity conversion as a viable solution. By unlocking some of the wealth tied up in their property, they were able to cover their medical costs without compromising their long-term financial security. More importantly, this allowed them to keep their investments intact, ensuring they had a sustainable income for the future.

Adjusting a financial plan isn't just about numbers--it's about providing reassurance and flexibility when life takes an unexpected turn. By considering all avenues and tailoring solutions to individual needs, we can help clients navigate major life events while maintaining financial stability and peace of mind.

Graham Clelland / My Later Life