posted on May 6th 2020 in Financial Planning with 0 Comments /

Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving his personal experiences with his professional expertise, he provides plenty of food for thought about a situation most people are unprepared for.

Why Generation Squeezed? Adults with busy lives that include aging parents, a significant other, kids, work, and more will find themselves squeezed between the pressures of their lives and the added dynamic of helping their parents. Morgan seeks to ease the squeeze by discussing the many things adult children may need to know — everything from preparing themselves emotionally, dealing with siblings, and approaching their parents to addressing all the issues relating to finances that should likely be dealt with before and after death.

The book is available in paperback or as an eBook here

Disclaimer: The information provided in the book is that of the author, solely, and not the opinion of, nor published by, WorthPointe. Reference to this book does not constitute an endorsement, authorization or sponsorship by WorthPointe. WorthPointe expressly disclaims any responsibility for the content, the accuracy of the information, and or the quality of the information provided in Generation Squeezed: A Holistic Guide for Taking Care of Aging Parents

about the author: Morgan H. Smith Jr. IMBA CFP®

Morgan Smith Jr. IMBA, CFPMorgan H. Smith Jr. IMBA CFP, who has been a fee-only financial planner for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions requiring a disciplined fiduciary process.

An Assistant Professor at the University of San Diego, Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC, Fox Business New Live and is a founding member of the Strategic Trusted Advisors Roundtable.

Learn More and/or Contact Morgan

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WorthPointe Advisor Authors Book on Caring for Aging Parents

May 6, 2020 - Drawing from his experiences as a financial planner and a son who cared for both parents before their deaths, WorthPointe advisor Morgan Smith has written a book — Generation Squeezed™: A Holistic Guide for Taking Care of Aging Parents. Weaving...
Continue Reading

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