A couple of weeks ago, Sheri and I attended a dinner at a restaurant in Dallas. We were invited by a friend of mine, Michael DeGroat, a fee only financial planner with Ameriprise. Michael believed we’d enjoy the dinner, as well as hear an interesting talk from the special guest speaker. He was absolutely right!
I am a baby boomer. Both my parents are alive and in relatively good health, however, they aren’t getting any younger. I’ve attempted to discuss several of these topics with my dad over the past several years. He politely assures me he has it handled and that’s the extent of the conversation, however, I don’t know what that means nor do I have any knowledge of what he or my mother truly want.
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