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.
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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.
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.
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.
Spot the Scam
Check out this article that Jill Chambers with Financial Concierge Inc was interviewed in for Dementia Connection, The Nature of the Scam.
Stats About One-Person Households & A Client Story
In this month’s newsletter, check out the updated statistics about one-person households in Canada. Also, we share a client story about getting organized and in control of his day-to-day money management after his wife died.