Talking About Your Financial House – Part 2
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order – Part 2 of 2.
What is a Personal Representative?
A more common name for what we used to call an “Executor” of a Will is now a “Personal Representative”. In this article, we explain why designating a sole representative is better than expecting multiple representatives to work together – like your children.
Talking About Your Financial House – Part 1
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order – Part 1 of 2.
Bill Payments | Daily Money Management | Power of Attorney | Seniors Health & Wellness | Wills & Estates
7 Steps to Prepare for Cognitive Aging
One of the first signs of cognitive aging, the process by which cognitive abilities decline with age, is problems managing one’s own finances. Cognitive aging also puts a person at a greater risk for fraud and exploitation. Learn about the Seven Steps to Prepare for Cognitive Aging.
Voluntary Purchases Can Lead To Overspending
Aging seniors, especially elderly individuals who live alone and manage their own financial activities, sometimes create habits of spending money “collecting” items or splurging on mail order advertisements. Here are some helpful ways to approach and manage spending habits that will be of use to seniors and their family or caregivers.
Catching Honest Mistakes By Service Providers
For aging seniors, staying on top of financial affairs becomes increasingly challenging. Tasks include diligently reviewing your accounts for errors and checking for honest mistakes, logging into online banking and accounts, and remembering to keep everything current. Learn more about seniors’ financial vulnerabilities here.
Deep Aging and Solo Agers
This article explores what solo aging is and some of the challenges it presents to those without children or obvious caregivers. We delve into the topics of money management, investments and financial decisions, as well as legal representation.
Daily Money Management for Aging Parents
Baby Boomers’ Guide Are you struggling to balance caregiving responsibilities for their aging loved ones with other family responsibilities? The Challenge – Caring For Your Aging Parents Caring for an aging loved one is an emotional and stressful situation. Many baby boomers – anyone born between 1946 and 1964 – struggle to manage the needs…
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