Family caregivers in the United States assist millions of seniors with their activities of daily living. Together with caregivers who assist disabled relatives, an estimated 65.7 million Americans serve as …
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Scammers have a long history of preying on seniors. The social isolation that seniors are experiencing to avoid contracting COVID-19 has elevated the risk that they will be victimized by …
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You have heard the old adage “Rags to Riches to Rags”, or “Shirtsleeves to Shirtsleeves in three generations”. It is not just a dynamic of western culture; it is actually …
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Change provokes fear and vulnerability for both parents and caregivers alike. The year 2018 is marked by change from many directions. Some of the changes we are experiencing this year …
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These are the categories of investments appropriate for funding your retirement in the order of funding priority. 1) Two month’s worth of living expenses in a checking account. 2) Short-term …
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Many loving parents and grandparents make the mistake of giving priority to paying for their children’s or grandchildren’s educations over the funding of their own retirement. At first blush that …
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The question I am asked most by clients is, “Do I have enough money to last the rest of my life?” I tell them I need the answers to two …
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Maybe the phrase “the gift that keeps on giving” seems trite, but for some — in the right circumstances — it can fit charitable gift annuities. Whether a charitable gift …
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“America’s commitment to its veterans are not just lines on a budget,” President Obama assured members at a recent Veterans of Foreign Wars convention. “They are bonds that are sacred …
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Advance directives support your right to die and death with dignity. With an advance directive, you can express how much or how little you want done for you when you …
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