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Tag Archives | Aging

Resources and Services for Your Aging Plan

A few weeks ago I wrote about the importance of having a “Plan B” for aging when life events take an unexpected turn. Among the most common of these events are sudden and unforeseen health challenges that leave you unable to fully care for yourself. The day after that column ran, I received a call […]

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Plan B For Aging a Lifesaver for You and Family

Your family day at the lake is interrupted by a thunderstorm. You’ve planned the perfect outdoor June wedding, but unseasonable cold will have the bridesmaids turning blue. You and your spouse have to cancel a romantic weekend getaway when the kids come down with chicken pox. In cases like this, having a “Plan B” can […]

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Ride Sharing Can Help Seniors Stay Independent

One of the most difficult transitions for the elderly is that dreaded loss of independence when a person can no longer drive. However, today’s technology offers a way to help older adults maintain their ability to come and go on their own schedule. All you need is a smartphone, plus perhaps a teenage grandchild to […]

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Retirement Planning and Retirement Preparation

Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts many years ahead of retirement, even as early as your first paycheck. As retirement comes closer, […]

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Involving Kids in Financial Meetings a Wise Move for Aging Parents

As parents age, many adult children begin to not merely provide taxi service but to accompany parents to appointments, especially doctor visits. This is often helpful for both generations. Yet it’s much less common for children to sit in on their parents’ meetings with financial advisors. In almost 35 years as a financial planner, I […]

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