We Make Money Fun

Taking Care of Aging Parents - What You Need to Know NOW


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Planning for the long-term health care and final expenses of your parents can be an extremely difficult subject to even start a conversation around.  But the consequences of not having a plan are worse.  Following the passing of Shanna's mother-in-law, she wanted to discuss this important topic today.

  • How do you get the conversation started?
  • What are some of the biggest and most common mistakes family members make?
  • What needs to be considered when creating the plan?
  • How often should the plan be reviewed?
  • How important is self-care for the caregiver?

If you'd like to discuss long term planning, or any other financial matter with Shanna Tingom and the team at Heritage Financial, reach out at https://www.heritagefinancialaz.com/

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We Make Money FunBy Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay

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