A few weeks ago, I wrote a post detailing a framework you can use if you are looking after elderly parents and need to help them stay on top of their financial situation. For this week’s post, I want to provide a bit more detail in the form of a checklist you can use...
An aged man is but a paltry thing, A tattered coat upon a stick, unless Soul clap its hands and sing, and louder sing For every tatter in its mortal dress – WB Yeats, Sailing to Byzantium I have worked with a number of clients over the years that, at some point,...
Stepping in and helping parents with finances can be a challenge. In some instances, the parent needing the help may have managed finances for decades and be reluctant to accept help. At the opposite end of the spectrum, the parent may be a recent widow or widower who...
