Financial caregving priority action items

To whom are you providing unpaid caregiving and/or housing? (Pick one or both)

An older adult (e.g., parent, grandparent)

A younger adult (e.g., son or daughter)

Are you providing direct financial support to the older adult?

Yes

No

Do you have an agreement spelling out the terms of the financial support to the older adult?

Yes

No

Are you providing financial coordination assistance, for example, helping with bill pay, managing investments, and/or monitoring spending?

Yes

No

Are you providing direct financial support to the younger adult?

Yes

No

Do you have an agreement spelling out the terms of the financial support to the younger adult?

Yes

No

Are you concerned that by providing care you may outlive your savings?

Yes

No

Do you currently work with a financial professional to help with investment management or personal financial planning?

Yes

No

Are you providing care to someone with dementia or other cognitive or behavioral illness?

Yes

No