Money Talks With Your Aging Parents

Hi everyone! Kathy Longo here with the Flourish Financially Challenge. Welcome to your weekly opportunity to take a few minutes to set a small goal that can help you achieve your larger aspirations. This week I will be talking about Money Talks With Your Aging Parents.

Discussions about money can feel complicated and even awkward, and this includes discussing money issues with your parents as they age. However, these conversations have a meaningful purpose, and keeping the lines of communication open will be the best way to meet your parents’ wishes and protect your family’s finances. In this episode, Kathy shares three questions you can ask to start these critical discussions with your parents, designed to help you better understand what they may need and what they want to happen when they pass.
 

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Kathy Longo, CFP<sup>®</sup>, CAP<sup>®</sup>, CDFA<sup>®</sup>
Kathy Longo, CFP®, CAP®, CDFA®

Kathy Longo is a Certified Financial Planner® practitioner, Chartered Advisor in Philanthropy®, and a Certified Divorce Financial Analyst with over twenty-five years of wealth management experience. She is the founder and president of Flourish Wealth Management, an independent boutique wealth management firm in the Minneapolis area.

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