Financial planning for caregiver clients

The finances of non-professional caregivers in America are being stretched in more directions than ever before. The newest generation of retirees is still being challenged to care for others in their life, including parents and children. Longer lifespans mean those who are just starting retirement may be caregivers for their retired parents who need assistance while continuing to be the “family bank” for adult children.

In this eBook, we outline the direct and indirect costs of being in a caregiving role. We also interviewed Jenifer Sapel, ChFC®, CEO and president of Utor Wealth. The practice specializes in working with clients who have found themselves in caregiving roles. Sapel provides valuable insights into strategies designed to help your clients navigate these complex responsibilities while still staying on the financial path to their own retirement.