“I Wish I Had…”: Avoiding Common Regrets as You Prepare for Your Third Act
No one envisions their golden years filled with regrets. But for many, retirement is a stark reminder of the missed opportunities and oversights that now stand in the way of financial freedom.
A Will Isn’t Enough: Preparing for the Hidden “What Ifs” that Can Compromise Your Golden Years
One of the greatest comforts in life lies in the illusion of certainty—particularly when navigating the uncharted waters of retirement.
Spotting the Financial Warning Signs of Cognitive Decline
Watching our parents age is never easy. But it can be even more challenging if they begin to show signs of cognitive decline.
One Fall Does It All: Aging in Place with Grace and Dignity
Life is a journey filled with endless opportunity, unexpected detours, and of course, the occasional setback.
Help Desk Scams Targeting Older Adults
Social engineering attacks use deception and manipulation to trick people into revealing sensitive information or performing actions that compromise their computer security.
From Our Front Desk to Your Living Room: Technology Solutions for Aging Loved Ones
Among the many aging adults who we meet while serving our clients, I can always count on hearing heartwarming stories of video calls with grandchildren or distant relatives.
An ER is a Terrible Place to Talk About Money for the First Time
Communicating your end-of-life wishes to your adult children is never easy. For many parents, it’s easier to wait until the time is “right” than to ruin a precious family moment...
Technology Solutions for Aging Loved Ones
Consumer markets have seen a flood of new devices and services which can help improve our quality of life as we age.
Should You Be Exploring Long-Term Care Insurance for Your Aging Parents?
As parents get older, a question looms large over their [...]
Not So Scary: How to Navigate Difficult Conversations about Family Finances
It is easy to get spooked by the thought of [...]