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Aging Parents

Intro Email
As your parents’ age, you can encounter some major financial and personal decisions. Being aware of the issues and opportunities can help prepare you ahead of time. Over the next few weeks, I will send you some content around this. You may want to engage other family members in the process by forwarding to them any content you think they may benefit from.
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Week 1:
Helping Elderly Parents Manage Their Money
Explains simple ways that adult children can help their parents manage their finances.
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Week 2:
Discussing Finances With Your Aging Parents
Outlines ways to approach having a conversation around finances with aging parents.
Week 3:
Living Options for Elderly Parents
Lists the types of living options available for elderly parents and explains the level of care available with each.
Week 4:
Considering a Joint Bank Account with Elderly Parents
Lists the types of living options available for elderly parents and explains the level of care available with each.
Week 5:
Helps your clients understand the advantages and disadvantages they will encounter when opening a joint bank account with their parents.
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