AgeWave puts out some of the most insightful studies on retirement. Their most recent study, “The Four Pillars of the New Retirement: What a Difference a Year Makes,” explores how the pandemic has affected many older adults’ perspectives on health and financial security. Take a look at the highlights here.
When someone is bereaved, it can be painful to continue to receive mail, phone calls and emails to your dearly beloved. Let us introduce to you the Canada Bereavement Registry where you can pro-actively remove a deceased loved one from telemarketing and direct mail databases. Find out more about this service.
In observance of Elder Abuse Awareness Day on June 15th, here’s some good information on how to recognize signs of elder abuse and tangible steps on what you can do about it and how to prevent it.
We tend to answer this question based on our body or physical health and it usually revolves around our age. But there is so much more to it. Check out this amazing graph showing the Ages We Peak for multiple areas of our lives.
When you find out someone has been diagnosed with Dementia, it can be a little awkward at first. Here are some practical tips so you feel more comfortable about the whole thing.
Elder fraud is a 3.6 billion dollar problem Thieving fraudsters are making a business of taking advantage of older adults. Almost 4 in 10 seniors are affected, losing over $3.6 billion each year to financial abuse. And this isn’t only happening to the very old or those with Alzheimer’s or dementia – younger, more educated seniors are…
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.
Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
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