Preventing fraud
•Power of attorney
•Estate settlement
•Financial caregiving
As caregivers for aging parents, that sometimes means taking on the financial caregiving, which can include everything to paying their bills, fraud prevention, or estate planning. While it can be really overwhelming to help your aging parents manage their finances and plan for the future, we have some recommendations and community advice to help you on this journey.
What is the community saying?
Questions & Comments
Resources
American Bankers Association
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Uncared For
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Sandwich Club's recommended products
We only recommend items we've personally used, tested, or carefully vetted through caregiver recommendations.
Getting Your Parent’s Financial House in Order
It can be really overwhelming to help your aging parents manage their finances, especially if they haven’t involved you before. From full-on financial planning to organizing key documents, these services make it easier to have hard conversations around money, honor our loved ones' wishes, and keep their finances secure and streamlined.
Care smarter
tendercare
Juggle your caregiving responsibilities – including the financial – in an app designed to make it all easier.
15% off
Staff Pick
Prevent identity theft and fraud
Aura
Protect your loved one against scams and fraud that could jeopardize their finances.
Member Pick
Simplify estate planning
Alix
Save time and lighten the burden of estate planning by letting Alix take the lead.
15% off
Staff Pick
Track spending with ease
PocketGuard
An easy to use app that tracks spending across accounts for help budgeting and paying off debt.
Staff Pick
I find using an app for Caregiving role and a financial app together has been best for me to include scheduled tasks and responsibilities such as financials while allowing me to have access and viewing to the financial accounts and other financial documents.
Jenny Y.
Resources
American Bankers Association
Staff Pick
Staff Pick
Uncared For
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Member questions on this topic
Ask your own question about financial planning for older adults