Assessing Your Financial Picture

Financial Planning: How to Protect Your Aging Parent's Financial Future

Financial Planning: How to Protect Your Aging Parent's Financial Future Financial planning can be tricky. The process is unique for each person due to myriad factors including income, expenses and much, much more. My mother was married to Lee, a man who didn't believe...Read entire article »

How Moving Can Save Your Parents Money

How Moving Can Save Your Parents Money As a senior real estate specialist, I'm often approached by senior clients who say, “I'd like to move out of my home, but I don't want a monthly payment.” It's my job to remove...Read entire article »

Financial Planners Explained: What They Do, What To Consider When Hiring One & How to Find One

Financial Planners Explained: What They Do, What To Consider When Hiring One & How to Find One What They Do A financial planner looks at your assets and calculates your financial strengths and weaknesses, in addition to evaluating potential opportunities and threats to your financial security. Based on these evaluations, the...Read entire article »

Thinking of Selling Your House? Read this First!

Thinking of Selling Your House? Read this First! Should I Sell My House? This is frequently the most significant financial decision faced by many seniors—or by family caregivers. Often the impetus is that a person’s cost of care has risen or that home...Read entire article »

How Much Can You Save with Advance Planning?

How Much Can You Save with Advance Planning? The devastating reality is that without advance planning, sometimes a lifetime of saving and assets must be spent in order to cover the costs of care. However, a careful evaluation can help you avoid...Read entire article »

How to Pay for Long-term Care without Breaking the Bank

How to Pay for Long-term Care without Breaking the Bank Meeting increased elder care costs requires making hard decisions and taking a judicious and strategic look at your financial options. These decisions are often fraught with conflicting emotional concerns. I recommend you incorporate a careful...Read entire article »

What’s in Your Parent’s Wallet? (And What That Means for You)

What’s in Your Parent’s Wallet? (And What That Means for You) Taking stock of your elderly parent’s financial situation usually requires initiating a potentially uncomfortable discussion—money matters are a touchy subject, especially when family comes into play. Elderly parents are often reluctant to share control of...Read entire article »

Financial Planning for the Elderly: Assisting Clients & Their Caregivers

Financial Planning for the Elderly: Assisting Clients & Their Caregivers It’s no surprise that with age, seniors often experience increased limitations, the loss of certain abilities and require more assistance with the activities of daily living. It is equally unsurprising that one’s finances largely...Read entire article »

Preparing for the High Cost of Long-Term Care

Preparing for the High Cost of Long-Term Care In a recent survey conducted by AARP, the findings showed that there is a clear disconnect between what most people think long-term care costs and the actual cost of care itself. In fact, after...Read entire article »

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