Free Special Report: Helping Your Aging Parents
Special Report

Helping Your Aging Parents

Updated: August 12, 2022

For many of us, it’s only a matter of time before we must heed the call and help our aging parents manage their day-to-day lives. The challenge is real, complex and growing each year.

Whether you feel the need to step in now or you’re just thinking ahead, one way to approach this new relationship with your parents is to ask them to participate in a formal family meeting to discuss an appropriate path forward.

For nearly 30 years, Adviser Investments has worked with hundreds of clients to ensure their aging family members are financially comfortable and well cared for. Our conversations have ranged far beyond money and investing, encompassing weighty, emotionally-charged topics like mortality, as well as physical and social independence.

Since there’s no one-size-fits-all approach to working with your aging parents, we’ve outlined key steps to think about before, during and after what we believe is that all-important first meeting. The agenda checklist section offers detailed suggestions on the big areas that should be addressed: Finances, lifestyle, health care and legacy.

If you feel overwhelmed or uncomfortable raising the topic with your family, consider this guide an invitation for a more in-depth conversation with us about the responsibilities you expect to take on in the months and years ahead. Don’t hesitate to call us to find out how we can help you and your family with a meeting or a plan. Whatever your approach, there’s no substitute for preparation.

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