Who Can You Trust for Financial Advice?
Do you know the difference between financial advisors, consultants, counselors and planners when it comes to looking for financial advice? Most people don’t. Understanding whom you can trust for financial guidance and recommendations for your personal financial goals is a complex but important task. It is no wonder most people are confused about “who’s who” and “who does what”—the financial industry has many arms and figuring them out can be difficult. Are the solutions presented by your advisor or...Read the rest of this article »Related Articles
Alzheimer's: Transitioning from Home to Assisted Living
The names in this case study have been changed to protect confidentiality. The facts come from an actual situation involving a move from home to assisted living. Facing an Alzheimer’s Diagnosis “Amanda,” age 62, was diagnosed with early-onset Alzheimer’s disease when she was in her late fifties. It was a very sad diagnosis for an otherwise vibrant, independent single woman. She lived alone in a comfortable home, had a boyfriend, sufficient funds, and a good life. She had always...Read the rest of this article »Related Articles
How to Talk to Parents About the Future
Why is it so hard to talk to our elderly parents about getting older, needing help, or planning for being dependent? Sometimes the parents just can’t face it. Sometimes they are in denial about their own aging and are afraid of the future. Who can blame them? No one wants to picture themselves needing help with walking, bathing, toileting or eating. But it happens, and so must the conversation. If crisis hits, and no one has addressed the subject...Read the rest of this article »Related Articles
The Legacy Project: What is It & How It Can Help
What is the Legacy Project? A legacy is a gift from one generation to the next. Although a legacy can be considered anything from a monetary gift to a special talent or even a keepsake handed down from one generation to the next, in this instance we would like to discuss a more complex and distinctive legacy—the legacy of a person’s history, thoughts, hopes, dreams and wishes and what those will mean to a future generation. When a person...Read the rest of this article »Related Articles
The 5 Steps to Creating Your Legacy Project
The Legacy Project’s five parts marry your own personal history, your family’s heritage and lets your family know your beliefs and wants for end-of-life care. Many have found that The Legacy Project works to identify what is most important to them—and helps them create a personal sense of symbolic immortality. 1. Ethical Will. Creating an ethical will means writing down a personal written or dictated record of your family stories, philosophic thoughts, legacy, and goals. Ethical wills are a...Read the rest of this article »Related Articles
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