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Family Conversation-Starters About Retirement: Five Questions That Can Get People Talking (and Not Just About Money)

Last week here on the AgingOptions blog, we offered some helpful ideas from NerdWallet about how to have “the money talk” with aging parents during holiday get-togethers. As the article warned, conversations about money can often turn into arguments, and nobody likes that during festive family times! This week we offer a different approach, one … Read more

The Holidays Offer a Good Chance to Talk with Parents About Finances – but Handle the Subject with Care and Empathy

For many families, the weeks between Thanksgiving and New Year’s Day will be different this year than last. One year ago, millions of families skipped holiday celebrations entirely due to COVID-related fears and travel restrictions. Yet in spite of the persistence and unpredictability of the virus, 2021 will feel different, with most Americans seemingly determined … Read more

Holiday Family Time May Be the Best Time for Long-Term Care Talk

Are you getting together with family during the holidays? As odd as the idea may seem, these family gatherings – especially if you’re not physically together very often – might provide the ideal opportunity to have a conversation about a topic many families avoid: long-term care. We ran across this article last week on the … Read more

What Truly Matters: Passing Along Your Beliefs, Values and Wisdom to Those You Love

“Does your estate plan have a gaping hole? Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love.” That’s the challenging premise behind this article that was published recently on the Kiplinger financial website. Written by legacy planner Laura Roser, the … Read more

Some Surprising Things Millennials Want to Hear from Boomer Parents

Here at AgingOptions, one of the hallmarks of our LifePlanning process involves clear, complete family communication. Over the years we have dealt with many difficult situations in which Mom and Dad never sat down with their adult kids to go over their retirement plan and explain their wishes and preferences as they age. This lack … Read more

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