4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse

January 19, 2018
Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot, financial abuse can be more difficult to detect, as victims often have no idea they’re being swindled until their money suddenly vanishes. Most victims are more than 70 or 80 years old, and involve crimes…
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Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)

January 12, 2018
If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between 55 and 65 have nothing saved for retirement. And even if you’ve diligently saved, it’s…
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The Downsizing Generation: Handling a Surplus of Stuff When a Loved One Ages

November 10, 2017
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms, and other belongings are often left behind and unwanted. Traditionally, these items have been passed…
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The Real Cost of Caring

August 4, 2017
Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate these concerns, consider these useful tips to help you make informed decisions about how to…
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What Happens to Your Body When You Die? The Choice Can Be Yours.

May 26, 2017
Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortunately, failing to plan for that event can leave your wishes unattended to and your family grief struck and unsure how to honor your wishes. And the larger truth is that facing your death proactively creates…
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Generational Wisdom in 32 Questions

May 5, 2017
What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions. Brendon Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014) says asking your mother, father and/or another loved one these 32 important questions can teach you valuable lessons…
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How Can I Plan for a Strategic Retirement?

April 14, 2017
Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s…
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When Duty Calls: Navigating the Sandwich Generation with Ease

April 1, 2017
The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation. This growing population of professionals are often still raising kids at home when they become responsible for the care of their own aging parents. The stress and…
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Think Your 401(k) Is Flexible? 6 IRA Benefits Your 401(k) Doesn’t Have

March 17, 2017
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a 401(k). IRAs aren’t right for everyone, so you should become familiar with the advantages IRAs have over 401(k)s before you transfer funds or set up a new account. To help you…
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Does Your Parent Need Help With Finances? Start Here

January 20, 2017
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant to ask their children for help with their finances. It means a…
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Planning for Seniors

Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over…

How to Pass Down Your Family Wealth Legacy During The Holidays

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while…

Life and Legacy Planning.

FAQs About Long-Term Care Insurance

Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65 and older) will outnumber children under age 18 for the…

The Perfect Father’s Day Gift for Every Father

The Perfect Father’s Day Gift for Every Father

When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad something he’ll enjoy, but few young people can afford a new set of golf clubs or a shiny new…

Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and not-at-all funny dangers of the legal (and sometimes corrupt) guardianship system. While the film’s twisting plot may seem far fetched,…

Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship – Part 1

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and not-at-all funny dangers of the legal (and sometimes corrupt) guardianship system. While the film’s twisting plot may seem far fetched,…

7 Ways To Save Big Money On Your 2020 Taxes—Part 2

2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a…

7 Ways To Save Big Money On Your 2020 Taxes—Part 1

2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a…

5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to…

What You Should Know About Long-Term Care Insurance

With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. Traditional healthcare insurance…

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