Budget and Beyond: How to Help older Adults Manage Finances
There’s nothing easy about talking to your parents or other aging loved ones about their finances, much less asking them to hand over the reins so you can help manage their budget and spending. There comes a time for many of us when we must put aside that dread though, and have the hard conversation for the good and well-being of our loved ones.
If you’re wondering about the hows, whens, and whys of helping your parents or other aging loved ones with their finances, read Holiday Retirement’s quick e-book for answers. Learn “been there” wisdom from over 500 surveyed baby boomers with aging parents. Know warning signs that the conversation should happen sooner rather than later. Read about ways to have a respectful, productive conversation as well as ways to plan, monitor, and manage their finances -- and resources to help you do it.

Sign up
Create your profile now.
Please provide the following information to begin creating your profile. Your email address will be used as your user name.
Sign up with
Sign up
Create your password now.
Passwords should be 8 characters or more in length. Use a combination of upper- and lower-case letters, numbers and one or more of the following symbols: +.
Sign up
Stay in touch with Holiday Retirement.
We'd like to stay in touch with you and we hope you'd like to ask well. We can provide you with regular email updates, or with your permission, reach out via phone from time to time. You are always welcome to contact us if you have any questions or wish to discuss options
Thank You
You can access your profile at any time by clicking or tapping on the "Favorites" in the site menu:
Sign up
Sign up to create your profile now
Creating a Holiday Retirement Profile allows you to access your Favorites and to:
- Save and share information on specific Holiday communities
- Save and share resources, checklists, maps and more
- Designate topics that you are interested in so a Holiday representative can better identify what information might be most helpful to you
- Indicate how and how often you‘d like Holiday representatives to contact you.
Log In
Log in with your email address