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I have always focused on saving money for our clients. Cutting expenses, prioritizing spending, and putting extra money away drive many of my decisions. I have no qualms about spending money when necessary and even for the occasional splurge, but until the bills are paid and some cash has been put away, I don’t even […]
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Disability, dementia, and frailty often have huge impacts on all areas of my clients’ lives. That does not, however, stop them from dreaming about the beach, Europe, and traveling in general. While paying bills and planning for the future, I’ll often hear statements like, “If only I could win the lottery, I could travel again.” […]
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As a Daily Money Manager, I’ve seen many of our clients benefit from having a long-term care (LTC) insurance policy in place. It helps them ease the cost of a home care aide, an assisted living apartment, or nursing home care. Yet, I still meet Baby Boomers that think… …”I won’t need that insurance…” …”It’s too […]
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June 15 is World Elder Abuse Awareness Day and because I’m a Daily Money Manager, I focus on the financial abuse side of elder abuse. Did you know that according to the True Link study done in 2015 that seniors lose $36.5 billion each and every year to financial abuse! What’s worse: that number isn’t […]
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As a Daily Money Manager, I love it when I get to spend some fun time with my clients. I got that chance this weekend when I took Mr. J to the Norcross Classic Car Show for the second year in a row. Last year, I remembered that he loved cars; so I picked him up […]
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May is the month for Mom’s… Last week we discussed how siblings can decide who takes care of Mom (click here to read the full post). We briefly touched on how birth-order plays a role in that decision-making process. This is a topic that fascinates me so I thought I’d dig a little deeper in […]
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Ahh…brothers and sisters… Your siblings were probably your first friends and playmates. You played tricks on each other–and goodness knows what else! You shared secrets…and most likely…fights. Whether you are close to them, indifferent, or not in touch with them at all as adults, you may still have one major shared responsibility: the care of […]
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I try to inform and entertain about the ups and downs of what we do to help our senior clients in these blog postings. Unfortunately, this week, I need to share one of those down moments… In a recent post, I kind of shared a rough experience I was going through with a client. In […]
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I stumbled upon an awesome article that I wanted to share with you. William Power from The Wall Street Journal wrote an article entitled, “The Difficult, Delicate Untangling of Our Parents’ Financial Lives” that outlines the difficulty in trying to step in and help help aging parents with their daily life and money matters. I […]
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OH NO! Oh, yes… The dreaded Tax Day is just around the corner… One good piece of news this year is that you get a few extra days to file: tax returns are due April 18 this year! It’s all due to Washington, DC having a holiday (Emancipation Day) that falls on April 15. Click […]
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