• Share Us Online

Should I Help My Aging Parents Manage Their Investments?

As Americans live longer and their portfolios grow for extended periods of time, their adult children should be watching carefully—but how closely? That’s the question posed by the article “How to Help Aging Parents Manage Portfolios,” from U.S. News & World Report. There is no one answer, and it is a delicate situation. It is…

Boomers Come Up Against One Thing They Can’t Push Back On: Aging

Boomers have always been proud of how they redefined many aspects of American culture. However, there’s one thing they can’t change: the inevitability of aging and death. A recent study from the Stanford Center on Longevity, says that workers approaching retirement will either need to work past age 65, reduce their standard of living or…

Medicare Open Enrollment Ends December 7-Don’t Miss Out

My elder care coordinator, Lori Kayne, and I recently went to see new clients.  A charming couple, 88 and 91 years old, they both struggled with substantial health issues. Yet, they were still in a Medicare Advantage Plan. These managed care plans, otherwise known as Medicare Part C,   offer many advantages for healthier seniors. They…

Your Nest is Empty? It’s a Good Time to Plan.

My husband and I just became Empty Nesters. Most of the articles you read on the “empty nest,” focus on couples now having more time for each other or redecorating the newly-vacated room (We haven’t gotten to this quite yet.)  However, there are financial and legal issues to consider at this time too. If you…

What if a Hostile Family Member Wants to Become Your Guardian?

Family conflict can become exacerbated when a parent ages.  Children who have disagreed or fought with their parents now threaten to take control of their assets.  Sometimes the parent knows that if one child gets this power they will not act in the parent’s best interest.  How can you protect yourself? The most important step…

Singles Need to Plan Differently for Retirement

When you live alone, you need to plan for retirement differently than someone who is married or has a life-partner.  Those with a partner can, in most instances, rely on their partner to help out with expenses and be a caregiver, if they should become ill.  However, when you are single, especially if you do…

When It Comes to Veteran’s Benefits DIY Doesn’t Work

As you might expect, there are several benefits available to assist wounded or disabled Veterans. But unbeknownst to many, there are also pension benefits that exist for men and women who served and were not injured. Lack of knowledge leads veterans to miss out on the important assistance they have earned. However, it is essential to…

Social Security Slips to Avoid

You worked hard to earn your Social Security benefits, so make sure you get the most you can.  The system is complex, so it’s not surprising that some people make mistakes.  Some mistakes that people make with Social Security are more serious than others.   Here are a few valuable tips, as reported in the article “Don’t…

Larger Than Life: Celebrity Estate Planning Mistakes

Outdated documents, beneficiary designations and other estate planning mistakes can keep your heirs tied up in court for years, with your estate consumed by taxes, penalties and legal fees. This is not to mention the frustrating scenario of people you didn’t want to receive your assets, ever, getting the lion’s share of your estate. That,…

Top