When Your Parents Are Aging

When Your Parents Are Aging

October 21, 2023

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structuring investments to nursing home decisions. Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence. Topics include:
Cash Flow
Income
Expenses
Social Security
Property
Insurance
Tax Return
Annuities
Dividends
Prescription Drugs
Birth Certificate
Financial Planner
Caregiver
Hospice

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: tinyurl.com/3x65ejdm

Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact