My family is trying to help my elderly parents with their finances, but none of us understand Medicare, Social Security optimization, or elder financial planning well enough to know if we're making good decisions for them.
More people experience this than they realize.
Caregiving responsibilities require financial expertise in specialized areas that were never part of general education.
“Where Are You with Financial education — what schools never taught?”
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.