Helping and Caring for Your Parents

A large part of my practice is helping clients with their parents' financial affairs. We all want our parents to age gracefully and with dignity, and to maintain happy, healthy, independent lives for as long as possible.

Yet caring for parents can be complicated, with many aspects to consider - including your own emotions and well-being. I am here to help in whatever way I can.

~ Ben Roosevelt

Resources

Managing Your Parent’s Finances

Talking to Loved Ones About Money    Elder Abuse Red Flags  A Guide to Protecting Against Elder Financial Abuse    What To Keep: A Guide to Managing Paper Records  Budget Development Spreadsheet*

*You may e-mail Benjamin.Roosevelt@wfadvisors.com for an Excel version of the Budget Development Spreadsheet.


Caregiving For Your Parent





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