Faced with longer life expectancies, a savings shortfall and skyrocketing medical bills, retirees are increasingly reluctant to transfer assets to their children during their lifetime—lest they need that money to make ends meet. Where excess assets exist when they die, many are also more likely to give to a worthy cause or skip their children…
Your first instinct as a child may be to drop everything and handle all your parents’ needs yourself. But if it comes at the cost of your own career, think about the ripple effects – on your retirement savings, on the needs of your own kids, even on your own sanity. Denver financial planner Kristi…
Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out! Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. “For an hourly fee, these people can handle….” (click here for more) Contact me at…
You are feeling tired and the stacks of mail with forms to fill out is overwhelming. I don’t have a magic wand to make this all disappear. This short video will help you prioritize and organize the inevitable financial tasks that come with a loved one passing away.