Financial Caregiving 101

Here are the first steps you should take as a financial caregiver.
Financial Caregiving 101

How Do I Keep Track of My Loved One's Bills?

Take these steps to make it easier to help aging parents with daily money matters.

Financial Caregiving 101

How Do I Stop My Mother From Giving Away All Her Savings?

What to know about keeping tabs on a parent's charitable giving if the parent is experiencing cognitive decline.

Financial Caregiving 101

Can You Inherit Debt From Your Parents?

You won’t have to pay your parent’s debt out of your own pockets unless you co-signed for that debt with your parent, you are a joint account owner, or you jointly owned property with them.

Financial Caregiving 101

How to Piece Together Your Parent’s Financial Picture

One of the big challenges of helping aging parents with their finances can be trying to piece together their financial picture, especially if your parents don't remember all of the details. Here are some tips to help you with your search.

Financial Caregiving 101

A 2021 Month-by-Month Guide to Staying on Top of Your Parents’ Finances

Taking over your parents' finances and keeping things organized can feel daunting. Consider tackling one task at a time using this month-by-month guide.

Financial Caregiving 101

Should I Open a Joint Bank Account With My Aging Parent?

If you’ve been helping Mom or Dad with money matters, you might be wondering: “Should I open a joint bank account with my parent?” There are a few factors to consider when making this decision. Here's what you need to know.

Financial Caregiving 101

6 Signs Your Parents Need Help With Their Finances

Your parents might need help with their finances as they age, but they likely won’t reach out to you for help as their financial skills start to slip. Here are 6 signs it might be time to talk to your parents about their finances.

Financial Caregiving 101

What You Need to Know About Being a Financial Caregiver

If you’re already a financial caregiver, or if you’re soon to become one, you don’t have to figure everything out on your own. This step-by-step guide will walk you through everything you need to know about being a financial caregiver.

Financial Caregiving 101

How to Help Your Parents With Day-to-Day Financial Tasks During a Pandemic

For those of us who care for our aging parents, social distancing has made everything more challenging. But when it comes to day-to-day financial tasks, there are still plenty of ways to get the job done.

Financial Caregiving 101

10 Tips and Tricks for Managing Your Parents' Finances

Use these strategies to make it easier to handle money matters for Mom and Dad and to ensure that nothing slips through the cracks.

Financial Caregiving 101

How to Put Your Parents’ Finances on Autopilot

The amount of time and work required to manage your parents' finances can add up quickly. Save yourself some hassle with these tips and tricks.