As Founder and President of Financial Concierge, Jill applies her extensive healthcare and financial planning experience to enable older adults to age in place with dignity and peace of mind.
Age-associated financial vulnerability increases as you get older and one factor is cognitive decline. Here’s a list of 5 indicators of financial vulnerability to watch out for. If any of these things are happening, seek help.
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.
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…
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.
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.