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Parents and their children face an awkward situation when financial matters force a role reversal.
Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.
Horsesmouth Essential: Taking care of an elderly family member is a major commitment in terms of time, money, and emotion. Make sure your clients are prepared to handle the stresses before they’re caught off guard by a sudden accident or illness.
Horsesmouth Essential: Maintaining independence and living at home—every older client wants that. Unique service providers are springing up to support this need, but most advisors don’t know about them. Develop a network of these providers, and you’ll not only add value to clients, but also cultivate more referral power with attorneys and CPAs.
Many of your clients are part of the sandwich generation—bringing up children while also caring for their parents. That means in addition to college planning, you may be called upon to provide advice on eldercare. Here are the issues you need to cover.
Many of your clients have elderly parents or relatives, and at some point, they may be faced with a painful question: How do you know when loved ones are ready for long-term care? Use this test to help clients spot the warning signs of aging and illness.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025