Having the ‘Driving’ Conversation With Older Clients, or Their Parents

 in NewsComments Off

Rosanne Roge, CFP, RFG, CSA

Over the past few months, I have noticed many articles in newpapers, magazines and trade publications addressing the question of  when the appropriate time is to “take away the keys” from parents, spouses or a friend. Your clients may be facing these questions, for themselves or their parents or other family members.

Whether you notice dents in the car that were not there previously or changes in driving patterns (not wanting to drive at night), these and other developments may be the cues that the time has come for this difficult discussion. Any discussion about changes, especially about driving cessation, can be quite uncomfortable for both parties involved for many reasons (see my previous blog posting on ‘Starting the Conversation.’). It means a loss of freedom and independence for the individual affected.  It is also a “role reversal” for many of us or our clients who have elderly parents or spouses with whom we need to have the conversation.

Read more

About Rosanne Rogé (Managing Director, Client Services)

Rosanne joined R.W. Rogé & Company, Inc. in 1995 and is a graduate of Long Island University’s Certificate Program in Financial Planning and the College for Financial Planning Para-Planner Program. She co-authored "The Banker and the Fisherman: Lessons in Life, Happiness and Wealth for the 21st Century."
  • Related Posts

    • March 23, 2012
      Northrop Grumman: This Old Dog Has Some New Tricks, Shares Look Like A Bargain
      Northrop Grumman: This Old Dog Has Some New Tricks...
      Read More
    • March 21, 2012
      Lockheed Martin: Include This Weapon In Your Portfolio For Capital Gains
      Lockheed Martin: Include This Weapon In Your Portf...
      Read More
    • March 21, 2012
      Raytheon Is Positioned To Soar To New Heights
      Raytheon Is Positioned To Soar To New Heights Rayt...
      Read More
  • Recent Posts

    • March 23, 2012
      Northrop Grumman: This Old Dog Has Some New Tricks, Shares Look Like A Bargain
      Northrop Grumman: This Old Dog Has Some New Tricks...
      Read More
    • March 21, 2012
      Lockheed Martin: Include This Weapon In Your Portfolio For Capital Gains
      Lockheed Martin: Include This Weapon In Your Portf...
      Read More
    • March 21, 2012
      Raytheon Is Positioned To Soar To New Heights
      Raytheon Is Positioned To Soar To New Heights Rayt...
      Read More

Comments are closed.

  • Personal Financial Index

    Personal Financial Index (PFITM) is a comprehensive financial benchmark for individuals and families. It takes a 360 view of your finances and allows you to measure your financial health.
    Get your Free Personal Financial Index here.