Helping Our Aging Parents Plan for a Well-Lived Future

Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legacy.

A young man walks with his gray-bearded dad on a beach
(Image credit: Getty Images)

As we age, it becomes ever more imperative to have a plan for keeping our financial houses in order and use all of the resources available to ensure everything is set up to run smoothly and accurately. This article will dive into the financial and legacy topics associated with aging and the importance of getting all family members on the same page.

Tips for Financial Housekeeping

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Kelli Kiemle, AIF®
Managing Director of Growth and Client Experience, Halbert Hargrove

Kelli Kiemle holds multiple roles with Halbert Hargrove. As Managing Director of Growth and Client Experience, she sets the tone for the quality and character of Halbert Hargrove's client service relationships. She also manages the associate wealth advisers and client service managers. Kelli is also responsible for overseeing the firm's wide-ranging marketing and communications initiatives, including their mentor program.