Category Archives for Sandwich Generation

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 […]

Continue reading

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 […]

Continue reading

3 Quick Signs An Elderly Loved One Needs a Daily Money Manager

Tis the season when people everywhere will be visiting their aging parents or elderly loved one for the holidays. Before the visit, everything may seem fine and wonderful on the surface because, “they’ve never asked for any help.” It’s rare that seniors will ask for help so it’s up to you to look for signs […]

Continue reading

6 Lessons For Those Stuck in the “Sandwich”

The Sandwich Generation. I’m sure you’ve heard that term a lot recently. It refers to the millions of Americans who are “sandwiched” between their aging parents but have children or young adults they’re still supporting. Imagine the difficulty trying to manage the day-to-day affairs of aging parents when most adult children find it difficult to […]

Continue reading