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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.

Budget and Beyond

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