This topic has always been important, but current events have all of us thinking more about our health, and we also have all heard stories about families who thought they had a plan, and as things have shut down, it may not have worked out so well, or as planned.
Imagine having a trusted advisor who is intimately familiar with your financial situation, your values and your priorities. She’s got her eye on the big picture AND the details. She’s uniquely suited to filtering and integrating all the valuable input from your professional advisors, and telling you with confidence: “Here’s what this means to you.”
Downsizing is a phase of life that eventually arrives for most of us.
You might witness your parents facing the downsizing phase as they prepare to move into a smaller home. Even if they have no such plans yet, a little preemptive downsizing will make future transitions easier for everyone, so you may want to help them dive into the project sooner rather than later.
Role Reversal with Aging Parents: Part 1 - Getting Their Finances In Order Without Losing Your Sanity
Remember your easy days of childhood? Your parents drove you to appointments, fed you, reminded you to do your homework, made phone calls on your behalf, signed you up for classes, encouraged you to pursue hobbies and join clubs......