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Idea from Patti Podnar


X things I wish I had known about managing my aging parents' finances.


My father passed away in November, but his dementia affected his ability to manage his financial affairs several years earlier -- long before I realized the extent of the problem: neglecting to file taxes or pay the premiums on his long-term care insurance, forgetting to file claims to his HRA account, discrepancies between who co-owned his accounts and who had POA...there are so many things I wish we would have done differently. I'd love to share these hard lesson


Patti Podnar

Industry Category

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