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
Continue Reading
Other articles filed under Financial Planning
The Morgan Report: 2023 Q4 Review Outsource Busy
January 26, 2024 - Everyone I’ve been speaking with lately agrees that 2024 has hit with a bang and everyone seems to be very busy. Thankfully, it seems that it’s a good-busy with family, work, travel, and projects. The double-edged sword of a relaxing...
Continue Reading
The Morgan Report Q3 2023 Review: Breaking Bad… Behavior
October 12, 2023 - Quick Quiz: What do you think I feel is the most important role as an advisor with my clients? Financial Planning Behavioral Coaching Investment Management Resource Due Diligence I’ll answer below but let me provide some insights first. A study...
Continue Reading
The Morgan Report Q2 2023 Review: Sustained Motivation
July 13, 2023 - Here are two observations I have on life: Motivation does not sustain itself. Discipline and continued effort is a challenge. Staying motivated in one specific area of your life is a very challenging proposition. In reality, we are multitaskers juggling...
Continue Reading
The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable
April 12, 2023 - When investing, it would be awesome to be super awesome all the time. Unfortunately, unlike the fictional world of Lake Wobegon or The Incredibles, reality is not very accommodating to over confident fantasies of perpetual awesomeness. As a father of...
Continue Reading
The Morgan Report Q4 2022 Review: The Year of Living Dangerously
January 11, 2023 - Danger can be defined as “something or someone that may harm you.” My role working with families as a financial advisor is to help them try to avoid dangers involved in our financial world which I believe is interestingly influenced...
Continue Reading
- The Morgan Report Q3 2022 Review: The Best Is Yet To Come
- The Morgan Report Q1 2023 Review: Trying To Be Super Awesome Is Not Sustainable