Blog

Regardless of who you fellowship with this time of year, the holidays are an excellent time to pay close attention to aging relatives and note any changes that may indicate the need for increased care. This is especially important for people who have aging relatives that live alone or do not have a solid family support system at their disposal.

Being a caregiver is a huge responsibility. There are a lot of emotional headaches, financial burdens and pressures that naturally accompany the job. Anyone who takes on this role, whether it relates to caring for their aging parents or someone else in need, has my utmost admiration and respect.

I spend a lot of time talking about the need to implement a comprehensive estate plan so your family, assets and wishes stay protected should the unthinkable happen. And while many people “in theory” see the importance of such planning, the truth is that you probably will not be around to see the benefits of your work.

Pre-planning and pre-paying for one’s own funeral is a topic that is coming up more and more with my clients. While this discussion has always been a part of my planning process, it is something that people are bringing up proactively more and more in recent years.

This month we celebrate the 75th anniversary of social security. President Franklin Delano Roosevelt signed the Social Security Act on August 14, 1935. The concept was simple; younger workers would contribute payroll taxes and retired workers would have a more secure retirement.

As you begin to have a conversation with an older driver about their driving, it is important to acknowledge the meaning of driving and important to observe driving in a systematic way through regular observations.

I was moved to tears after reading this very poignant article written by a woman who watched as “modern medicine” kept her father’s body living long after his mind, and in her opinion, the essence of who he was, had gone.

Are you or a loved one considering a reverse mortgage to increase your monthly cash flow? If so, there are a number of things you should know before deciding this is the right move for you and/or your family.