October 16, 2019
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 13, 2019
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What to Know About Commingling Money With an Aging Parent
June 20, 2019
Can I Afford Elder Care?
As a Certified Financial Planner™ specializing in elder care I am asked this question daily.…
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May 30, 2019
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Retiring to become a caregiver
April 26, 2019
Caught in the middle: When sibling and aging parents don’t get along
It's your birthday, and mom, age 81, gives you a call. After pleasantries, she mentions…
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March 1, 2019
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Budgeting Tips for the Sandwich Generation
February 2, 2019
My #1 Most Asked Question on Elder Care
Whenever I discuss elder care I can count on being asked one question... "What if…
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November 9, 2018
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Take These 5 Steps Now So You Don’t Become A Financial Burden On Your Kids
October 1, 2018
A Refresher on Medicare Plans
With open enrollment approaching, I thought it was a good time to recap the different…
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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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March 30, 2018
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Ask Brianna: Help Your Parents Based on Need, Not Your Guilt
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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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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