Tag: budget

Elder Care Planning

Gift Ideas for Seniors in 2023

Is it right to be giving more “stuff” to someone who is planning to or has already downsized? Maybe a different approach should be considered when gifting to seniors.

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General Planning

New Year’s Resolutions for The Sandwich Generation

In reflecting on my New Year’s Resolution, there were repeated themes this year that I hope to incorporate into my life to maximize my Sandwich Generation efforts vs feeling encumbered with an unattainable goal. I’m sharing my conclusions with the hope that you start 2024 with an energized mindset.

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gift giving to seniors
Elder Care Planning

Gift Ideas for Seniors 2022

Is it right to be giving more “stuff” to someone who is planning to or has already downsized? Maybe a different approach should be considered when gifting to seniors.

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gift giving to seniors
Elder Care Planning

Gift Ideas for Seniors

It’s the holiday season and we’re in shopping mode. Kids and significant others may be relatively easy to navigate, but what about our parents? What

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Halloween planning tips from North Andover Financial Planner
Children

Halloween Tips from a CFP®!

Halloween is my favorite time of year because it offers certain qualities other holidays lack: It’s an opportunity to be creative and try a new

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