In this video, Joan interviews Deborah Cartisser, a Senior Wealth Advisor at Twelve Points Wealth Management, they discuss and explore crucial tips for adult children on how to assist their aging parents with financial management.
Click below to watch this interview and learn to identify key signs of financial struggles, understand when and how to step in, and discover practical steps to ensure your parents' financial well-being. Whether you're concerned about a loved one or looking for guidance on managing their finances, this video offers valuable advice and actionable strategies.
Watch The Interview Below!