Financial Caregiving 101: Supporting Loved Ones Without Losing Yourself

At some point in life, many of us step into a new role we didn’t fully plan for—financial caregiver. It often starts gradually. Helping a parent with bills. Reviewing insurance paperwork. Answering questions about bank accounts or retirement income. Then over time, the responsibility grows. Decisions become more complex. Stakes become higher. And suddenly, you’re not just helping—you’re managing. Financial caregiving is one...