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 […]
Continue reading
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
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
Last week, I gave you 3 signs to watch for when visiting an elderly loved one during the holidays. If you missed it, you can read it here. My suggestion, of course, is to enlist the help of a Daily Money Manager. But what if that’s not a realistic option due to costs or the […]
Continue reading
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
Last week, I posted 6 Lessons For Those Stuck in the “Sandwich” (if you missed it, you can check it out here). There was a nice photo of a smiling, happy, seemingly loving family; but let’s face it, not every family is smiling and happy or loving when faced with dealing with their own family […]
Continue reading
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