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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 |2022-06-27T16:00:37+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?

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

Safely Age in Place with Everything in its Place

When thinking of our loved ones aging in place, it’s tempting to think their home will remain clean and orderly and they will happily and safely live in it. Of course, life often gets in the way and messes and disorganization can result. Papers can start piling and items might not always get put away. Sometimes clutter accumulates on couches and sometimes on the floor. Either way, an out-of-place item [...]

By |2021-09-30T20:26:57+00:00July 21st, 2021|Aging In Place, Independence|Comments Off on Safely Age in Place with Everything in its Place

Is Your Home Safe for ‘Aging in Place’?

When thinking of living out our golden years, some of us may have grand plans like moving to a warmer climate or to a retirement community. But the reality is most of us want to remain right where we are. The vast majority — about 90 percent — of people over age 65 want to stay in their home for as long as possible, according to research by AARP. Additionally, [...]

By |2021-09-30T20:28:23+00:00May 19th, 2021|Aging In Place, Independence|Comments Off on Is Your Home Safe for ‘Aging in Place’?

Do You Know if Your Loved Ones Are Okay? A Checklist for Families

Whether it’s been a while since you’ve seen your parents or you are able to visit them regularly, would you know if there was a problem with them living independently?  You might not. Sometimes the signs are subtle and don’t fully arise until bigger problems occur. Early Action The best time to help your loved ones stay living independently is by catching problems in the early stages when they might [...]

By |2021-09-30T20:29:03+00:00May 19th, 2021|Aging In Place, Independence|Comments Off on Do You Know if Your Loved Ones Are Okay? A Checklist for Families

Now What? Reuniting with Loved Ones After COVID Vaccination

After a long, hard year, the time has finally arrived for some families who’ve been vaccinated against COVID-19 to reunite. Maybe loved ones have been in an assisted living facility where the doors were closed to visitors until recently. Or maybe senior parents living on their own have been vaccinated and they feel safe to spend time together again. Whatever the reason, many families can’t wait to get back together. [...]

By |2021-09-30T20:29:30+00:00March 5th, 2021|Aging In Place, Caregiving, Independence|Comments Off on Now What? Reuniting with Loved Ones After COVID Vaccination
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