Joint Accounts with Adult Children is Risky
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Why Joint Accounts with Adult Children is Risky Business

Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.

Evaluating caregivers for your older adult
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Caregiver Oversight – Ensuring the Best Care for Your Older Adult

Discover the 3 tips that will set your mind at ease about whether your older adult is receiving the safe, compassionate in-home care they deserve. These tips also are just as relevant for a care facility. They send the message you are aware and engaged in your older adult’s care.

Financial Concierge ideas for in-home care
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When They Say No: 8 Ways to Introduce In-Home Care For Seniors

You desperately need regular breaks, but your older adult absolutely refuses an in-home caregiver. What can you do? Seniors often won’t admit they need help, even if they’re struggling with everyday tasks. In-home care can be a sensitive subject that leads to arguments or an immediate shutdown when you bring it up. We found excellent advice from Family Caregiver Alliance with 8 ways to make the transition easier. Take a look at these helpful tips here!

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