Skip to main content

Life Events: Caring for a Loved One

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Caring for a sick or elderly loved one

If you're faced with taking on the responsibility of caring for an aging or ill loved one, these resources can help.
Keep in mind:
Look into obtaining a power of attorney
Consider a conservatorship if your loved one can't grant you power of attorney
See what professional caregiving support is available



Long-term care insurance: Understand your options

Consider long-term care insurance if you have assets to protect or don't want to become a financial burden on your family.
Ready to get started?