Financial planning is challenging enough during your working years. The choices can be heartbreaking when you’re in or near retirement, and an aging parent needs your help. The New York Times quoted our resident eldercare specialist Steve Starnes, CFP® in a June 2019 report on the financial and emotional tolls taken on 70-year-old “children” who find themselves caring for their 90-year-old parents.

Financial advisor Anastasia Wiese, JD, CFP^® is already a familiar face at GWM, but now she’s also more familiar to the wider community. As part of its ongoing “Influential Women” series, the GRBJ interviewed Anastasia in an April 30^th Q&A. Covering insights from wise to whimsical, Anastasia shared interesting tidbits about herself, her family and her career – including how she negotiated for gas money as a teenager.

Even seasoned financial advisors may have questions about how to best assist aging clients, especially if those clients need long-term services and support (LTSS) due to a decline in cognitive or physical health. Our own Steve Starnes, CFP^® co-authored a September 2018 cover story on the subject for the Financial Planning Association’s Journal of Financial Planning. Advisors and families alike should find the article of interest.