What I Learned Helping a Relative with Financial Decisions

People often turn to loved ones in times of financial hardship. They might ask for a loan, financial advice, or help with budgeting or finding a job.

But I have a relative that recently asked for a different type of financial help.

Their financial circumstances suddenly changed, and they were utterly overwhelmed with indecision. So, they asked me to help them through some critical financial decisions.

My story: Helping a loved one with financial decisions

My loved one and I have openly discussed financial topics over the years. And our money talks revealed our mutual appreciation for frugality.

Yet our discussions also uncovered very different approaches to sav...