Nov. 12, 2024

#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris

#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life.  After each other, who is to become a healthcare proxy, or...

Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life.  After each other, who is to become a healthcare proxy, or trustee?  In this conversation our panelists include Bill & Paula Harris and co-host, Kathleen Kenealy. We discuss a variety of the challenges and possible solutions. 

 

Bill Harris, CFP®, RMA® http://linkedin.com/in/billmharris

Paula Harris http://linkedin.com/in/paulaharris

 

Kathleen Kenealy  http://linkedin.com/in/kathleenkenealy

Chris Boyd, CFP®, CASL® http://linkedin.com/in/j-christopher-boyd-b932169