Older Americans don’t enjoy talking about money. There’s studies that show this. Baby Boomers didn’t grow up having open conversations about personal finance. Which makes it that much harder to bring up questions about long-term care, retirement income, and estate planning.
And yet… try settling a parents estate when you haven’t had those conversations. It can be a logistical and financial nightmare. Luckily, a financial advisor can help facilitate difficult conversations so you don’t have to be the ‘bad guy.’ Managing Partner Kelly Milligan discusses how we help clients through these talks.
