What the clients were excited to tell us was good – very good. Yet while listening, we heard a new anxiety had crept into the clients' voices – how to invest their hard-earned dollars wisely?
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The three grown children approached us to handle their widowed mother's finances. At first glance, there clearly seemed to be plenty.
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The story begins with a mother diagnosed with Alzheimer's and the deep sense of loss that accompanies such news. How do you step into parenting your parent when you have always been the child? And how do you link hands with a sibling you love but find irritating?
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