“If a blind man leads a blind man, both will fall into a pit.” If you are over age 55, make sure your advisers have sufficient life experience to guide you. Ask them if they have experienced the following life events:  Greg has:

•    Signing up for Medicare and Social Security benefits
•    Had a family member die while he was holding their hand
•    Been the executor of a family member’s estate
•    Visiting a nursing home to see a close relative
•    Visiting a hospice to support a close relative
•    Survived third-stage cancer
•    Has a family member with a disability
•    Has a special grandchild that needs financial help