Financial Caregiving: A Topic No One Wants to Discuss

Money. Even under the best of circumstances, it’s a subject few people want to discuss…even with individuals in their own family. But as people age, it becomes important—and sometimes necessary—that the senior’s adult children or another trusted person has an understanding of their financial situation—what is sometimes referred to as “financial caregiving.” It happens too [...]

By |2023-08-05T14:10:42-04:00September 17th, 2018|

Do You Need to Update Your Estate Planning Documents?

I’m a planner; I like to be prepared for whatever the future might hold. This trait is in part what drew me to my previous career as a financial advisor, as well as the reason I’m now an advocate for continuing care retirement communities (CCRCs, or life plan communities), which provide their residents with the [...]

By |2023-08-03T09:43:20-04:00April 30th, 2018|
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