Skip to content Skip to footer

Honoring Our Veterans: Resources for Older Veterans

Darryl Fyall, circa 1986 (Barbara Scurry's husband) On the eleventh hour on the eleventh day of the eleventh month, we honor those that served our country. Nationally, there are 21 million men and women who have served in active duty, and there are 690,208 veterans in the state of Georgia, according to the U.S. Census. Thank you…

Read More

Don’t Let Emotions Drive Bad Financial Decisions

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 think…

Read More

Who Takes Care of Mom?

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 your elderly parents. So the…

Read More

The Woes of Helping Aging Parents

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 understood perfectly…

Read More

Get Your Financial House In Order: It’s Tax Time!

It's coming... The dreaded tax season is almost upon us... And while we have a little more time this year to file (more on that in a bit), now is the time to start gathering our paperwork! The government will process over 147 million individual tax returns; the total amount of individual refunds amounts to more than $324…

Read More

Dorothy’s Story

I wanted to share with you the story of Dorothy, a client of mine for almost 4 years. I believe her story brings to life the services we provide and the passion we have for helping seniors with daily life and money matters. Dorothy was 79 years old when I started working with her in March…

Read More

Your Senior Partners