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Bode Hennegan

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So far Bode Hennegan has created 62 blog entries.

Financial Professionals – Recognizing the Signs of Cognitive Decline in Your Senior Clients is Vital!

As a financial professional, you’re more than an investment manager/tax expert, you’re a trusted advisor with insight into your clients’ broader well-being. This role becomes especially vital when working with older adults, whose financial decisions may grow complex due to age-related challenges. Recognizing signs of cognitive decline in senior clients is a critical responsibility. Your vigilance can protect their financial health and enhance their quality of life. Signs of Cognitive [...]

By |2025-04-04T16:54:56+00:00April 4th, 2025|Financial Management, Uncategorized|Comments Off on Financial Professionals – Recognizing the Signs of Cognitive Decline in Your Senior Clients is Vital!
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Organization Promotes Independence

Aging in place is a desirable goal for many older adults who wish to maintain their independence and stay in the comfort of their own homes for as long as possible. One effective way to support this goal is through organization. By creating a well-organized environment, older adults can more easily and safely navigate daily living tasks, enhancing their quality of life. When everything has a designated place, it becomes [...]

By |2025-02-27T19:29:41+00:00February 27th, 2025|Aging In Place, Bill Paying, Organization|Comments Off on Organization Promotes Independence
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Taxes: A Trigger to Seek Help

It may be a stark realization or a gradual inkling, but as we age, the day may come when it’s clear that assistance is needed to manage daily life. This moment can be both daunting and humbling. Often it arises from physical (loss of mobility due to a fall) or cognitive (increasing forgetfulness) decline, or significant life events like the death of a spouse. At these times, an area that [...]

By |2025-02-27T19:29:49+00:00January 28th, 2025|Financial Management|Comments Off on Taxes: A Trigger to Seek Help
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Crafting Your Personalized Aging Plan: Key Considerations

Res·o·lu·tion – noun: a firm decision to do or not to do something. As we ring in a new year, many of us are inspired to set resolutions that improve our lives. One of the most profound commitments you can make is to develop a comprehensive plan for aging. This isn't just another resolution. It's a roadmap to ensure you live comfortably, securely, and with dignity in your later years. [...]

By |2025-02-27T19:29:56+00:00December 31st, 2024|Aging In Place|Comments Off on Crafting Your Personalized Aging Plan: Key Considerations
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Balancing Holiday Cheer with Tough Talks: Caring for Elderly Parents

The holidays are meant to be a time of joy, laughter, and family togetherness. However, they can also bring to light underlying family issues that need to be addressed, such as aging and the care of elderly parents. Even in well-adjusted families, navigating these conversations can be challenging due to a variety of factors, including emotional baggage, power struggles and the fear of conflict. Add to the mix children from [...]

By |2025-02-27T19:30:02+00:00December 3rd, 2024|Aging In Place, Caregiving|Comments Off on Balancing Holiday Cheer with Tough Talks: Caring for Elderly Parents
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Strategies for Meaningful Charitable Giving and Subscription Services

Our mailboxes are constantly flooded with requests for charitable giving from well-intended charities and “special offers” for renewing subscriptions. For seniors, giving can be a rewarding practice that allows them to support causes they feel passionate about. Subscriptions can provide convenience and access to a wide range of products and services. However, for aging adults, keeping track of who they are paying money to and how much is being spent [...]

By |2024-11-06T15:20:55+00:00November 4th, 2024|Bill Paying|Comments Off on Strategies for Meaningful Charitable Giving and Subscription Services
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It’s Medicare Open Enrollment – Understand the Process and Make Good Decisions

Every year from October 15th to December 7th, Americans over the age of 65 have the option to change their Medicare supplemental insurance. Anyone who has ever navigated the Open Enrollment process knows that this can be confusing. As the adult child of an aging parent, you would be well served to understand the process and recognize red flags. The Medicare Open Enrollment Period Generally, Americans turning 65 must apply [...]

By |2025-02-27T19:30:08+00:00October 3rd, 2024|Financial Management|Comments Off on It’s Medicare Open Enrollment – Understand the Process and Make Good Decisions
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The Struggles of Tax Preparation with Elderly Clients

Is this scenario familiar to you? Your aging client did not provide you with the documentation you needed to meet the April 15th deadline, so you filed an extension. Now, the October 15th deadline is approaching, and you still don’t have the information that you need. Filing taxes is a complex task for many, but for elderly clients, the process can be particularly daunting. Let’s look at some scenarios we’ve [...]

By |2025-02-27T19:30:16+00:00August 30th, 2024|Bill Paying, Financial Management|Comments Off on The Struggles of Tax Preparation with Elderly Clients
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Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age

As we age, it can be increasingly challenging to stay organized, manage finances, and keep up with responsibilities. Often, this can be attributed to a combination of cognitive, physical, and lifestyle factors that evolve over time, making tasks that were once routine feel more burdensome. Cognitive decline can make it harder to remember due dates for bills, keep track of important documents, and navigate technology. Physical health issues, such as [...]

By |2025-02-27T19:30:24+00:00August 8th, 2024|Bill Paying, Financial Management|Comments Off on Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age
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Getting the Most from Your Parents’ Long-Term Care Policy

Decades ago, your parents purchased a long-term care (LTC) policy. They have invested tens of thousands of dollars – or more – to give them the peace of mind that when and if they need it, the policy will cover the cost of their care. The policy has sat, untouched, for all this time and now your parents are ailing, and they are not sure how their policy works. It’s [...]

By |2025-02-27T19:30:31+00:00July 9th, 2024|Aging In Place, Financial Management|Comments Off on Getting the Most from Your Parents’ Long-Term Care Policy
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