Browse by Keyword

financial planning

Expert ColumnsExpert Columns collapse allexpand all

collapse expand

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...Read entire article »

collapse expand

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...Read entire article »

collapse expand

Financial Planning for the Elderly: a Personal Perspective

Being that this is my first contribution to Gilbert Guide’s helpful elder care blog, I thought it appropriate to provide you with a little insight about myself outside what’s available...Read entire article »