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Bode Hennegan

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So far Bode Hennegan has created 69 blog entries.

Beyond the Bills: Keeping Life Organized as You Age

  Staying ahead of household responsibilities is more than paying the electric bill. As we age, even routine tasks like renewing a driver's license or tracking insurance policies can pile up. For older adults and the children who support them, these behind-the-scenes responsibilities can quickly become overwhelming. The truth is: administration is more than paying bills. It's about creating a structure that keeps life running smoothly, prevents costly mistakes, and [...]

By |2025-10-15T14:54:30+00:00October 2nd, 2025|Daily Money Management|Comments Off on Beyond the Bills: Keeping Life Organized as You Age

From College to Senior Living: Parallels in Life’s Big Moves

  As I prepare my kids to head off to college, I've been struck by how similar the process feels to helping an older adult–often a parent–decide where they will live as they age. In both cases, the decision can feel monumental. It's about more than choosing a location–it's choosing a lifestyle, a community, and a future. And in both cases, the person making the decision might not be ready [...]

By |2025-10-20T13:49:51+00:00August 20th, 2025|Conversations|Comments Off on From College to Senior Living: Parallels in Life’s Big Moves

Client Story: $8,000 in Fraud Stopped Just in Time

Client Profile Fraud Alert Name: Confidential Age: 84 Living Situation: Independently in her own home Service Level: Ongoing monthly support from Life Managers & Associates The Situation This client has worked with Life Managers & Associates for several years. While she remains active and independent, she values the structured support of a monthly visit with her dedicated Client Manager to review her finances and stay on top of [...]

By |2025-10-14T18:15:54+00:00July 30th, 2025|Fraud|Comments Off on Client Story: $8,000 in Fraud Stopped Just in Time

Protecting Older Adults from Financial Fraud: What You Can Do Before It Happens

As older adults strive to age in place and maintain independence, financial fraud has quietly become one of the most serious threats to their well-being. According to the Consumer Financial Protection Bureau, seniors lose billions of dollars every year to scams, fraud, and exploitation–often without realizing it until it"'s too late. Let"'s take a closer look at why older adults are more vulnerable, and how our approach empowers them while [...]

By |2025-10-14T18:15:54+00:00July 30th, 2025|Fraud|Comments Off on Protecting Older Adults from Financial Fraud: What You Can Do Before It Happens

Occupational Therapy Meets Daily Money Management

How Functional Support Can Extend Independence for Older Adults When most people hear “occupational therapy,” they think of exercises to regain strength after surgery or injury. And when they hear “daily money management,” they imagine help with paying bills and organizing paperwork. But what happens when you bring the two together? At Life Managers & Associates, we’ve discovered that combining these two disciplines—occupational therapy and daily money management—creates a uniquely [...]

By |2025-08-21T12:38:19+00:00July 2nd, 2025|Daily Money Management|Comments Off on Occupational Therapy Meets Daily Money Management

Secure Services for the Future: Bridging Planning and Daily Life

  As a fiduciary, you help clients plan for tomorrow. But what happens when the person managing the household finances can"'t anymore? In many homes, responsibilities are divided, and often, one person takes the lead on managing the family"'s financial life. If that person becomes incapacitated–or passes away first–everything can unravel quickly. Many older adults don't realize how much information lives "in their head" until someone else tries to step [...]

By |2025-10-17T22:38:06+00:00June 5th, 2025|Resources for Professionals|Comments Off on Secure Services for the Future: Bridging Planning and Daily Life

Introducing Our Enhanced Team-Based Approach

For over 13 years, Life Managers & Associates has been committed to helping older adults live independently with confidence, clarity, and peace of mind. From managing bills to organizing important documents, we’ve been a trusted partner to seniors, their families, and the professionals who support them. Now, we’re excited to introduce the next evolution of that support: our Enhanced Team-Based Approach. What Is our Team Approach? Clients will continue to [...]

By |2025-07-30T19:00:59+00:00April 30th, 2025|Resources for Professionals|Comments Off on Introducing Our Enhanced Team-Based Approach

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 |2025-08-21T12:45:24+00:00April 4th, 2025|Resources for Professionals|Comments Off on Financial Professionals – Recognizing the Signs of Cognitive Decline in Your Senior Clients is Vital!

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 |2025-07-09T20:32:04+00:00February 27th, 2025|Organization|Comments Off on Organization Promotes Independence

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 |2025-08-04T21:06:27+00:00January 28th, 2025|Daily Money Management|Comments Off on Taxes: A Trigger to Seek Help
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