Dear Quentin,
Our 91-year-old mother has a portfolio worth about $5 million. One of my sisters has helped me balance our mom’s checkbook for almost a year. Mom recently had a heart attack and isn’t as sharp as before, and no longer can drive or live independently. She has caregivers for 18 hours a day.
Mom insists on logging into financial accounts online — the login info is printed out in her office — and also insists on having access to her statements. Her caregivers also have access to her financial information,…
Master your money.
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