If you have elderly or recently retired parents, you may have already held a family meeting with them to discuss financial and other issues that family members need to know about and can help with. Or maybe you haven’t yet. Family meetings can be sensitive and therefore a little tricky to handle diplomatically. Our guest today brought with him some do’s and don’ts for talking, in particular, about money with your parents.
Mike Switzer interviews Eddie Kramer, a certified financial planner with Abacus Planning Group in Columbia, SC.
Resource: http://careforagingparents.com/pdfs/Caregivers_Organizer.pdf