Social

Tag Archives | Aging

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 […]

Continue Reading

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, […]

Continue Reading

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 […]

Continue Reading

“Did I Pay This Bill? I Can’t Remember.”

“Are any of you concerned that you may be experiencing signs of early-onset Alzheimer’s?” A social anthropologist recently asked this question of a group of us who were all aging Baby Boomer professionals. Almost every person in the room slowly raised a hand. She then told us we could all relax. The human brain was […]

Continue Reading