New Look at Family Caregiving: Insights for Financial Services Professionals (Journal Article)

Many of our financial services clients are taking care of an aging parent, juggling their own work and family life with the demands that caregiving places on them. And it’s not just an emotional and physical journey—there is a very real financial component to providing care. We look at new information about who is providing caregiving and to whom it is provided. We also look at new insights regarding caregiver finances. Finally, we examine new public policy initiatives to help caregivers.

Author: Sandra Timmermann, EdD, is a nationally recognized gerontologist who focuses on aging, retirement, and the application to business. She was a vice president at MetLife and the founder and director of the MetLife Mature Market Institute from 1997–2013. Sandy is now consulting with financial services and other businesses interested in reaching the 50+ market and is representing the International Federation on Ageing at the United Nations. She is also serving as a senior fellow at the Women’s Institute for a Secure Retirement, a member of the Academy of Home Equity in Financial Planning, and has been teaching gerontology at the American College of Financial Services. In the aging field for over 35 years, she has held executive positions with AARP, the American Society on Aging and SeniorNet, and has served on several national boards and commissions. She recently received the prestigious 2019 American Society on Aging Award for her contributions to advocacy, research, and administration in aging. A frequent speaker on retirement issues, she has been interviewed by hundreds of media outlets. Sandy received a BA from the University of Colorado and MA and EdD degrees from Columbia University.