Client Login

Caring for Mom

Caring for Mom

Healthier lifestyles and improved mortality are bringing home a new reality: Millions of people are caring for an aging parent. A midlife couple contacted TFG Advisors when her mother needed to move in with them. The mother had worked hard her entire life but she was not a wealthy woman. Our team of skilled professionals recognized that this dynamic new family needed to be treated as a unit. Working with each person, we addressed the financial and tax consequences of their new situation, which left more time for the family to focus on each other.

(Back to all case studies)

Check the background of this firm on FINRA's BrokerCheck.