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Bode Hennegan

About Bode Hennegan

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So far Bode Hennegan has created 35 blog entries.

Clients Who Want to Age in Place Need to Plan For It

Although the vast majority of Americans (about 90 percent over age 65) want to stay in their homes to live out their golden years, unfortunately, it’s not always that simple. As time marches on and we age, homes that were perfectly functional to us can pose obstacles later on as our abilities decline. Think about when you were young and could bound up and down the stairs. As you age, those steps [...]

By |2022-11-08T18:46:08+00:00November 7th, 2022|Uncategorized|Comments Off on Clients Who Want to Age in Place Need to Plan For It

Who’s Paying Attention to the Details?

Richard* is an affluent retiree living on his own. He’s in his mid-80s and appears fine physically but he’s starting to slow down and make some mistakes. Richard’s daughter, Meg,* knows this and keeps tabs on her dad by checking in regularly either on the phone or in person. One day, Richard has a fall which requires a trip to the emergency room and he’s subsequently admitted to the hospital. [...]

By |2022-10-05T18:55:34+00:00October 5th, 2022|Uncategorized|Comments Off on Who’s Paying Attention to the Details?

Would You Know if an Elderly Client Is Being Exploited by a Caregiver?

Katherine was a recent widow. After her husband passed away, his private caregiver, Amanda, convinced Katherine that she could continue to help her with whatever she would need. Katherine could function independently and didn’t really need assistance. But she wanted Amanda’s companionship. So Katherine continued to employ Amanda and allow her access to her credit card — feeling she could trust her since she took such good care of her [...]

By |2022-06-27T14:30:55+00:00June 17th, 2022|Aging In Place, Bill Paying, Caregiving|Comments Off on Would You Know if an Elderly Client Is Being Exploited by a Caregiver?

The Cost of Clutter

No one likes clutter…but have you ever thought about the costs? As we grow older, clutter can seriously impact the lives of aging adults – financially, physically, mentally and emotionally. Americans collectively spend a whopping $2.7 billion every year simply replacing items that have been lost due to clutter or disorganization. Clutter can result in a number of financial consequences including: ● The loss of income due to the misplacement [...]

By |2022-07-13T15:34:48+00:00April 6th, 2022|Aging In Place, Bill Paying|Comments Off on The Cost of Clutter

What Daily Money Management Services Can Do

Barbara is 86 years old and recently widowed. Her husband of 65 years handled all of the mail, bill paying and filing. Now, she is saddled with a pile of paperwork and bills that need to be paid. She is overwhelmed and realizes she needs help. But Barbara doesn’t have any nearby family who can assist her — her closest family member lives about three hours away. Barbara knows if [...]

By |2022-06-27T16:01:24+00:00February 25th, 2022|Aging In Place, Bill Paying, Independence|Comments Off on What Daily Money Management Services Can Do

When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?

It can be heartbreaking when one of your clients dies and leaves a grieving spouse behind. During this sad and often tumultuous time, it’s hard for some surviving spouses to know how to move forward amidst their grief. As you know, after a spouse dies, there are many tasks that have to be tended to. Luckily, they have you as an advisor who can point them in the right direction [...]

By |2022-06-27T16:02:49+00:00January 26th, 2022|Aging In Place, Bill Paying, Caregiving, Independence|Comments Off on When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?

Should I Stay (at Home) or Should I Go?

Although the vast majority of Americans (about 90 percent over age 65) want to stay in their homes to live out their golden years, unfortunately, it’s not always that simple.  As time marches on and we age, homes that were perfectly functional to us can pose obstacles later on as our abilities decline. Think about when you were young and could bound up and down the stairs. As you age, [...]

By |2022-06-27T16:03:35+00:00January 17th, 2022|Aging In Place|Comments Off on Should I Stay (at Home) or Should I Go?

What Happens When an Older Adult Has No Children to Help?

Across the globe, nearly 40 percent of older adults (aged 60 and older) live with extended family who are there to assist them when they need it. But in the United States, older people are far less likely to live this way. In fact, only about 6 percent do, according to a study by the Pew Research Center. This leaves a large proportion of older adults either living on their own [...]

By |2022-06-27T16:04:10+00:00November 13th, 2021|Uncategorized|Comments Off on What Happens When an Older Adult Has No Children to Help?

Maintaining Your Home’s Value While Aging in Place

Maybe you’ve seen it in your neighborhood. A once-lovely home starts to show signs of neglect over months or years. A shingle or two might be missing from the roof, the yard is overgrown with weeds, algae is covering the siding and the front lights are not working. What appears on the outside is often a reflection of the inside of the home. Maybe the under-the-cabinet kitchen sink pipes have [...]

By |2021-10-14T21:00:21+00:00October 14th, 2021|Uncategorized|Comments Off on Maintaining Your Home’s Value While Aging in Place

The Costs of Unpaid Caregiving

When was the last time you thought about how caregiving would be handled once you or your loved one’s health starts declining? It is an important question to ask yourself because more and more people are needing care in America as our population ages. Yet most of the care provided in the United States right now is by unpaid family members or friends. In fact, millions of individuals provide care [...]

By |2021-09-30T20:12:23+00:00September 9th, 2021|Aging In Place, Caregiving|Comments Off on The Costs of Unpaid Caregiving
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