Category Archives for Help for adult children

Honoring Our Veterans: Resources for Older Veterans

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 to those that have served: […]

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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 […]

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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 […]

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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 […]

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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 […]

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Want to Save Time and Money? Get Organized!

We all want to be able to organize our schedules and have the commitment to maintain them on a day-to-day basis, but how? Creating a workable schedule is typically time-consuming and often results in a frustrating battle with your calendar. Organization is beneficial for everyone and can be easily adapted to suit individual needs. And […]

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