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Insights Into Independence

Accessible Living: Advance Planning Creates a Practical, Stylish Home

What comes to mind when someone says the word "accessible" in the context of aging in place? Does it conjure up images of an institution? A sterile environment? An accessible home, when given the right foresight and consideration, can be just as "homey" as any non-accessibly transformed home. Sadly, however, either due to the fear of creating an unattractive environment or the natural tendency to ignore a decline in health [...]

By |2025-10-14T18:15:55+00:00March 3rd, 2023|Home Assessment|Comments Off on Accessible Living: Advance Planning Creates a Practical, Stylish Home
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Smart Technology: The senior’s comfort level is key

For many of us, it’s hard to remember when our phones weren’t our constant companions. When Google couldn’t give us the answer to any of our questions. For the younger generation, this is all they have ever known. They are malleable and adapt well to new things. For an older generation, while smart phones and Facebook allow them to keep in touch with their grandchildren, going out of those bounds [...]

By |2025-07-09T20:41:05+00:00February 10th, 2023|Technology|Comments Off on Smart Technology: The senior’s comfort level is key
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Don’t Forget Your Relationships: The Impact of Caregiving

If you"'re a caregiver, you know the rewards that come with the loving act. They often include feeling a sense of purpose and appreciation from the person you help, who might be a parent or a spouse. However, it is not without challenges. It can be a 24/7 calling with many sleepless nights and stress-filled days. The emotional and physical toll of caregiving can be downright exhausting but also very [...]

By |2025-10-14T18:15:55+00:00January 12th, 2023|Caregiving|Comments Off on Don’t Forget Your Relationships: The Impact of Caregiving
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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 tostayin 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 |2025-10-14T18:15:55+00:00November 7th, 2022|Resources for Professionals|Comments Off on Clients Who Want to Age in Place Need to Plan For It
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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 [...]

By |2025-10-14T18:15:55+00:00October 5th, 2022|Conversations|Comments Off on Who’s Paying Attention to the Details?
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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 |2025-10-14T18:15:55+00:00August 23rd, 2022|Conversations|Comments Off on How to Start the Conversation with Your Parents About Their Finances
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How to Start the Aging-in-Place Conversation with Your Parents

Are you an adult child of parents (or a parent) who want to age in place – who don"'t want to leave their home? Are you concerned because you are not sure if this is the best option for them? You"'re definitely far from alone. As we"'ve mentioned before, about 90 percent of Americans 65 and older wish to live out their golden years in their home for as long [...]

By |2025-10-14T18:15:55+00:00July 21st, 2022|Conversations|Comments Off on How to Start the Aging-in-Place Conversation with Your Parents
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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 |2025-10-14T18:23:00+00:00June 17th, 2022|Fraud, Resources for Professionals|Comments Off on Would You Know if an Elderly Client Is Being Exploited by a Caregiver?
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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 [...]

By |2026-01-09T00:08:52+00:00April 6th, 2022|Organization|Comments Off on The Cost of Clutter
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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 |2025-10-14T18:23:00+00:00February 25th, 2022|Resources for Professionals|Comments Off on What Daily Money Management Services Can Do
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