Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Caring for Aging Parents

Home » Windward Passages » Caring for Aging Parents

Caring for Aging Parents

Posted on: September 21, 2023

Life isn’t about finding yourself; it’s about creating yourself. So live the life you imagined.

– Henry David Thoreau

 

Caring for Aging Parents

Being a caregiver for aging parents can be emotionally draining and can have financial ramifications both for parents and for caregiver children. It’s something that you hope you can handle when the time comes, but the last thing you want to think about and plan for. However, there are steps you can take to make your life (and theirs) a little easier while providing care for a parent.

To assist you with taking on this responsibility, we have a checklist for those caring for their aging parents, accessible here.

Even if you aren’t currently caring for an aging parent, it is good to be prepared and keep an open dialogue about it.

Other Considerations

As a caregiver, questions may come up as you take on the role of not just taking care of your parents both physically and emotionally, but also financially. We’ve highlighted some of the most frequent questions we hear from our clients in these situations. Each question has an associated checklist that highlights key considerations.

  • Am I (or my parent) at risk of having my identity stolen or being a victim of fraud?
  • What issues should I consider when reviewing my (or my parents’) estate planning documents?
  • What documents do I (or my parents) need to keep?
  • What issues should I consider if my parent passed away?

While checklists can help you identify questions to consider, we are always available to discuss your financial goals and to help you identify the best options for you.

 

Custodian Merger Complete

Earlier this month, TD Ameritrade officially merged with Charles Schwab. TD Ameritrade account holders and Windward clients now have their accounts custodied at Charles Schwab. If you have any questions about the transition to Charles Schwab, please contact us at info@windwardfp.com.

 

Photo of the Month

Drew and his family at a stop in Zion National Park – they traveled to 8 national parks in 11 days!

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Filed Under: Newsletter, Recent Posts

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

Recent Posts

  • Reviewing Tax Returns While Retired
  • Reviewing Tax Returns While Working
  • Qualified Charitable Distributions
  • Cash Flow Considerations
  • Tax Document Collection Checklist

Categories

  • Budgeting, Cash & Debt Management
  • Building Wealth
  • Charitable Giving
  • Current Events
  • Education Planning
  • Estate Planning
  • Financially Independent
  • Getting Started
  • Income Tax Planning
  • Investment Planning
  • Leaving a Legacy
  • Newsletter
  • Other Resources
  • Recent Posts
  • Retirement Savings & Income Planning
  • Risk Management & Insurance Planning
  • Self-Employed
  • Webinars & Videos

Archives

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
Copyright © 2025 - All rights reserved | Privacy Policy | Terms of Use | Form ADV & Client Relationship Summary
Site by Thrive Internet Marketing Agency