Guiding Aging Parents in Financial Management

Guiding Aging Parents in Financial Management

As parents age, it’s common to be concerned about their ability to manage their finances, especially when faced with cognitive decline or other medical concerns. Here are some tips for talking to aging parents about their finances and how to step in with assistance.

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Evaluating Senior Living Facility Options 

Evaluating Senior Living Facility Options 

It is a challenging situation when the realization hits - be it for you or a loved one – that perhaps it is no longer a feasible option to continue in the current living situation. If and when this time comes, considering some of the senior living options that are available and what might be best, can be challenging.  

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Valuing an Advisor

Valuing an Advisor

Many have sought to put a monetary value on the benefit of an advisor, but it is difficult to pin down quantitatively due to the essential uniqueness of each client-advisor relationship. There are many components to creating a cohesive, clear, and personalized financial plan to grow and adapt to the many different stages of life. A few of the many forms of strategic advising include tax planning, estate planning, business succession planning, charitable and philanthropic planning, and investment management. The overarching goal of these various components is to make wealth complement an individual's lifestyle and discover what a meaningful use of wealth means for each client.

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