Helping Seniors Stay Independent If you have an aging loved one who is still living on their own, there’s a good chance you’ve thought about a wearable medical alert system. Remember that awful commercial “I’ve fallen and I can’t get…
Category: Caring for Seniors
Communal Retirement Living… No Love Beads Required
For many of us, communal living conjures up images of the sixties… complete with fringed jackets and love beads. With memories of the economic meltdown during The Great Recession (2007 to 2012), many of us wonder if we’ll have the…
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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…
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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…
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…
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…
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)…
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…
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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…
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…
Fiscally Fit 