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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 |2022-04-26T20:23:57+00:00April 6th, 2022|Aging In Place, Bill Paying|0 Comments

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 |2022-02-25T21:14:30+00:00February 25th, 2022|Aging In Place, Bill Paying, Independence|0 Comments

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 |2022-01-27T17:35:33+00:00January 26th, 2022|Aging In Place, Bill Paying, Caregiving, Independence|0 Comments

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 |2022-01-17T12:34:22+00:00January 17th, 2022|Aging In Place|0 Comments

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 |2021-11-13T12:20:16+00:00November 13th, 2021|Uncategorized|0 Comments

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|0 Comments

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|0 Comments

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|0 Comments

Does Your Loved One Need Help Managing Daily Finances?

Mike is 85 years old and has always handled his family’s money and bills. Unfortunately, Mike recently had a stroke, is in the hospital and incapable of paying the bills. His wife, Sarah, has never handled their money so doesn’t even know where to start.  ***********  Maria is 90 and has lived alone for the past 15 years. She missed paying a few bills in recent months and is now [...]

By |2021-09-02T20:33:46+00:00June 22nd, 2021|Bill Paying, Independence|0 Comments

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|0 Comments
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