June Schroeder is a Certified Financial Planner (CFP) with Liberty Financial Group, Inc., in Elm Grove, Wisconsin. Schroeder is also a Registered Nurse and served for seven years as the Director of Economic Security for the Wisconsin Nurses Association, making her uniquely qualified for her role as a CFP.


Money can be a sticky subject to discuss with your aging parents. If you’re noticing any of these red flags, it may be time to step in and assist in managing their finances.

Navigating Medicaid’s financial eligibility requirements is complicated, and the spend down process is one of the trickiest parts. Learn from this caregiver’s experiences before devising your own Medicaid planning strategy.

Many adult children are unaware of their parents’ financial situation until they step in to help manage money or begin the probate process. If you find that a parent has racked up some debt, it’s normal to wonder if you may be on the hook for repayment.

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