Your Adult Child Becoming Your Financial Caregiver
The discussion of an adult child helping with a parent’s finances as they age can be very difficult, even if all family members are on the same page. Today, John Walker, Regional Vice President, Mercer Advisors, shares tips on how to make the financial caregiving conversation and transition less stressful by making it a slow process, seeking appropriate advice, and keeping your parent’s best interest as the primary goal.
Listening Time: 21 minutes
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.