May 9, 2018
Avoid Common Estate Planning Mistakes
Will your estate be subject to any of these common pitfalls? Titling property jointly with…
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April 9, 2018
Vets, Don’t Miss Out on “Hidden Benefits”
As a veteran you may feel like you're participating in an Easter egg hunt to…
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February 27, 2018
When Parents Won’t Accept Help
I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all…
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November 3, 2017
Bayberry Panel Event
Quentara Costa visited Bayberry at Emerald Court alongside Patrick Curley of Curley Law Firm in…
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November 2, 2017
FINRA Creates New Rule to Help Seniors
"The person you named 10 years ago to be your power of attorney isn't necessarily…
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September 29, 2017
Medicare Open Enrollment Season
Do work with an enrollment agent. Don't assume your coverage from last year makes sense…
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September 29, 2017
A Refresher on Medicare Plans
With open enrollment approaching, I thought it was a good time to recap the different…
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August 17, 2017
How Tech Can Help You Be a Great Caretaker
... Even from hundreds of miles away! Most of us want to have a role…
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July 31, 2017
Elder Financial Abuse within Families
"Making the call is simple when the thief isn’t related to the client. But when…
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July 5, 2017
Making sure your money will last in retirement
"A recent Merrill Lynch Age Wave survey showed 37% of people over 50 believe they…
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June 20, 2017
Starting the Health Care Conversation
"Where will your clients live, and for how long? What roles will their children or…
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May 12, 2017
Reverse Mortgages
I often receive questions about reverse mortgages, particularly on whether they're a viable solution to…
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April 21, 2017
Good Financial Reads: Elderly Care
XY Planning Network offers consumer blogs that follow specific interests and subject matter. This is…
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March 29, 2017
Long Term Care Insurance
Is it worth considering? Age 50-60 has traditionally been the sweet spot for reviewing long-term…
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February 14, 2017
Three Considerations When Moving to Assisted Living
POWWOW, LLC was recently featured by Linda Lecomte, REALTOR® who truly invests time in learning…
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February 7, 2017
Elder Care Decisions Begin at 50
I’m a big believer in discussing elder care with my clients as young as age…
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November 28, 2016
A Promising Future for Alzheimer’s Research
Last night 60 Minutes did a piece on Alzheimer's research. While scientists believe they have…
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November 15, 2016
The Conversation Project
90% of people say that talking with their loved ones about end-of-life care is important.…
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September 13, 2016
The New Normal
Elder planning is a touchy but important subject. Whether it’s for yourself or that…
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