These days many of us are faced with the task of finding a nursing home for a loved one. And despite the internet and all the technology, it can still be difficult to find reliable sources to make an informed choice. The official Medicare website has a section called Nursing Home Compare. Here … [Read more...] about In Need of a Nursing Home for a Loved One?
Helping & Protecting a Family
There has been a lot of talk about the other epidemic facing the US – the mental health and substance abuse epidemic. As financial advisors, we do not just invest for our clients. We take a holistic look at the client and their lives. Our job is to clarify the client’s needs, identify their … [Read more...] about Clients and the Other Epidemic
Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their Money
As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that usually conjures up some interesting comments in regard to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions). But, the journey of … [Read more...] about For Our Daughters: Business Career Advice
The cost of a college education is so high these days that few families can send their children to school without student aid. But filing is not easy. These seven tips should help. There are hundreds of scholarships, grants and student loan programs to help lighten the load, and most require you … [Read more...] about Parents of High School Seniors – 7 FAFSA Student Aid Filing Tips
Scammers are targeting seniors at a rate higher than ever before. From targeting them online to the telephone and even in person. Yes in person! These individuals prey on seniors by being kind and helpful and are very good at gaining their trust. They also will take an approach that time is of the … [Read more...] about Elder Scams: What to Look Out For