Broker Check

Supporting Aging Parents Without Sacrificing Yourself

Resources to Protect Your Family's Well-Being

Most financial planning centers around exciting life goals – weddings, sending children to college, retiring, and traveling the world. Seldom is there a financial plan around an inevitable but less glamorous life stage – aging. Choices that require substantial resources of money and time can and should be meaningful. 
 
We have compiled some resources to help you have open discussions about the challenges that come with aging, how to financially frame the support needed, and how to tap into the resources available to gracefully navigate this stage of life for you or a loved one.  

Client Centered

Top 20 Questions Adult Children Should Discuss to Develop a Care Plan for Aging Parents


Aging Mind Map - Explained


Additional Resources

Stephanie Bernal
Aging Concierge
Vista Care Advisors

Calvert Collins-Bratton
Legacy Planning
Communities Foundation of Texas

Websites 
The Senior Source – Resources for older adults and their caretakers in Dallas.  
Teepa Snow – Dementia care specialist.  
 
LinkedIn 
Aging is Not a 4 Letter Word – Laurie Miller, Home Care and Aging Expert 
 
Senior Source recommends the following: 
Podcasts 
1) Hope for the Caregiver on Apple Podcasts: 
Peter Rosenberger shares encouragement, perspective, and inspiration for caregivers every week.  

2) Caregiver Support Live on Apple Podcasts: 
Real-world help and peer Q&A for family caregivers.  

3) The Caregiver’s Journey on Apple Podcasts: 
Focused on Alzheimer’s and dementia family caregiving, help navigating challenges with insight and peace of mind. 


Books  
1) The  Unexpected Journey: Finding Strength, Hope, and Yourself on the Caregiving Path 
by Emma Heming Willis 

2) Hope for the Caregiver 
by Peter Rosenberger (Also published as a companion book to the long-running podcast.) 


See the Bigger Picture. 
Schedule a Consultation

Thank you!
Oops!