WorthPointe advisors John Chapman and Morgan Smith spoke recently about Morgan’s recently released book, Generation Squeezed—A Holistic Guide for Taking Care of Aging Parents. Watch the video here.
Morgan noted he wrote the book after being a caretaker to his mom and dad prior to their deaths, and seeing others struggling in the same situation. He and John discuss things such as family meetings, the importance of self-care, the value of password keepers, and the difference between grieving and depression. The book is available at gensqueezed.com and other online booksellers.
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Other articles filed under LA/OC CFP Team Posts
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Should You Consider A Backdoor Roth Conversion?
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Proactive Estate Planning
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Presidential Elections and Investing
November 2, 2020 - With the 2020 election just around the corner, many people may be wondering how the stock market might react and if they should be reviewing their investments leading up to November 3. Understanding that, WorthPointe advisor John Chapman dedicated a...
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