Watching the people who raised you start to decline physically and mentally is never easy. But as your parents age, their financial well-being may become a concern. Financial to-dos are often one of the first… Read More
How To Navigate Long Term Care For Aging Parents
We all know that our parents will age, but it can still be difficult to make the transition to having to assist your parents. If you find yourself in the situation of caring for them… Read More
What to Do About Rising Long Term Care Premiums
One of the more common questions I’ve gotten from clients over the past few years is whether or not they should maintain their long-term care coverage. The question isn’t surprising, both because carriers have increased… Read More
Preparing for an Unexpected Death: Steps to Take Now
A lifelong friend of mine recently passed away, and it was a sudden and totally unexpected death. As a financial advisor, I deal with the possibility of death all the time. In the hundreds of… Read More
Looking After Elderly Parents: A Checklist to Help Organize Their Finances
A few weeks ago, I wrote a post detailing a framework you can use if you are looking after elderly parents and need to help them stay on top of their financial situation. For this… Read More
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help
An aged man is but a paltry thing, A tattered coat upon a stick, unless Soul clap its hands and sing, and louder sing For every tatter in its mortal dress – WB Yeats, Sailing… Read More
A Framework for Helping Parents with Finances
Stepping in and helping parents with finances can be a challenge. In some instances, the parent needing the help may have managed finances for decades and be reluctant to accept help. At the opposite end… Read More