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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 in. [...]

By |2025-06-05T17:40:38+00:00June 5th, 2025|Uncategorized|Comments Off on Secure Services for the Future: Bridging Planning and Daily Life
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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 |2025-05-05T21:48:13+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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How to Start the Conversation with Your Parents About Their Finances

It’s normal to worry about your parents’ financial future if they haven’t filled you in with any specifics. You know that with aging comes declining physical and cognitive abilities. And you want to make sure they’re financially protected for the long term as they move through their golden years. But broaching the subject about their current and future finances is far from easy. It can seem like you’re intruding in [...]

By |2025-05-05T15:35:28+00:00August 23rd, 2022|Financial Management, Uncategorized|Comments Off on How to Start the Conversation with Your Parents About Their Finances
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Life Managers

You LIVE BETTER when we help manage details of your life!  You will enjoy greater independence, have flexibility, and maintain control over your life.

Let’s discuss your independence.

484-433-0055

Serving the Greater Philadelphia Region.

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