Category Archives: Caring for Seniors

Your Parents’ Estate: Sorting, Sifting, Shedding Stuff

A Lifetime of Memories & Accumulation As a follow-up to my Estate Planning: Fairness & Entitlemania article, I wanted to touch upon what happens to our parent’s earthly belongings once they pass. This topic hits particularly close to home since … Continue reading

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Advice When Managing a Parent’s Finances

If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances. Over the years we’ve seen what methods work best and what … Continue reading

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When the Parent-Child Relationship Changes

The following is a guest post from a friend who is living what many of my clients’ families undergo every day. Helping our aging loved ones can be challenging. I hope the advice offered from this real story is of comfort … Continue reading

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Financial Scams Against Seniors

According to a recent study, 37% of seniors have experienced financial abuse. On average those seniors lose $36,000! And the actual number of victims and dollars stolen are most likely much higher. Why? Because seniors are reluctant to admit to … Continue reading

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My Recent Interview with AARP

Last month AARP published an article about managing daily finances on a budget. I was honored to be interviewed and quoted in the article, providing my perspective both as a board member of American Association of Daily Money Managers (AADMM) … Continue reading

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Parent Personal Financial Management: Changing Perspectives

Whether your parents are growing old gracefully or not, most likely your parent-child relationship is changing. In helping my senior clients with personal financial management, I witness all kinds of familial relationships. Sometimes they are loving and supportive. Others are … Continue reading

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Aging Parents’ Home for the Holidays

Some of my clients are returning from visiting their aging parents over the Thanksgiving holiday. For some, it was an annual trek out of state. The holidays can be a wonderful time of year. Yet for some families it can be … Continue reading

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Communal Retirement Living… No Love Beads Required

For many of us, communes conjure up images of the sixties… complete with fringed jackets and love beads. With the economic meltdown, many of us no longer have the cushion in our retirement savings we once accumulated. And as our … Continue reading

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Love and Money: Mixing Romance & Your Money

When you get married, you typically talk through things about personal values, career goals, raising kids, and your overall financial dreams. Things can get sticky if you have different attitudes or habits in managing your money. Living together and/or marriage … Continue reading

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10 Signs A Senior Needs Assistance (6 thru 10)

Last week I shared the first 5 warning signs indicating the need for senior assistance. Here’s the second installment of what to look for the next time you visit an aging loved one. Many older adults worry about staying in … Continue reading

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