Securing Tomorrow: Financial Planning Strategies for Dementia with Matt Marcoux, CFP®

In this podcast, host Dawn Platt and Certified Financial Planner Matt Marcoux discuss the gentle art of helping your aging loved one manage their finances, especially when dementia is a factor. It can be a difficult topic to approach, but it’s an essential part of life for most families. Having open communication is the most important aspect when facing these issues. Taking the time to plan now by getting proper documents and designations in place, a financial inventory, and the ability to monitor your loved one’s accounts will provide everyone with peace of mind when it’s needed most.