
Helping Aging Parents: 7 Financial Red Flags Families Shouldn’t Ignore
Learn how helping aging parents starts with recognizing financial red flags, preventing scams, and planning ahead before a crisis occurs.

Learn how helping aging parents starts with recognizing financial red flags, preventing scams, and planning ahead before a crisis occurs.

Sandwich generation financial planning involves balancing kids, aging parents, and your own future. Learn how wealth priorities shift in midlife.

Learn how to make the most of your existing financial resources to support the next stage of life. This presentation explores the financial realities of aging when hiring in-home care, moving into assisted living, or buying into a continuing care retirement community (CCRC).

Visiting aging parents during the holidays? Learn what to look for, how to start conversations, and ways to plan financially for future care.

One of the most FAQs I receive from families is what questions to ask during an assisted living tour. If you google it, you’ll find some pretty exhaustive lists. I’ve distilled down the best topics and insight to focus on as you consider an assisted living community.

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.

Writing an obituary can be a challenging task, as it requires capturing the essence of a person’s life and honoring their memory. Here are some guidelines to help you write a great obituary for your loved one.

Adult children often find themselves unprepared in the position of primary caregiver for their parents. Finances (and even more importantly TIME allocated toward supporting family) can be very dicey for members of the Sandwich Generation.

The holidays are here as we struggle to find a balance between safe and sane during COVID-19, all while our children are watching. Here is some great tips from pediatricians on how to keep calm and carry-on.

The holidays are here as we struggle to find balance between safe and sane during COVID-19. Your children are likely looking forward to the normalcy of holiday tradition,

Even if you’re not providing hands-on physical care for an aging parent, you’re still likely spending a ton of time in a project management role.

As a Certified Financial Planner™ specializing in elder care I am asked this question daily. Unfortunately, all too often the family’s immediate reaction is that

Today, roughly one in five women in the United States do not have children. For the first time in U.S. history there may soon be

“I can’t hear you… LALALALALALALALALALALA” I recently presented on elder care to seemingly dissimilar groups. Despite their backgrounds, they all had the common bond of

Elder planning is a touchy but important subject. Whether it’s for yourself or that of a loved one, the impact of poor planning is rarely