Periagoge
Scenario

When families face competing claims on limited retirement income

My brother and I both depend on our parents' small pension to help with our own retirement planning, but Dad's talking about taking a lump sum to pay off debt instead of keeping the monthly payments. None of us want to admit how much we're all counting on that money lasting, and we're pretending this is just Dad's decision.

More people experience this than they realize.

What we've seen

Multiple generations are financially interdependent but cannot speak honestly about their mutual vulnerability.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money in retirement — making it last?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.