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- LifeKeeping |
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Should I Pre-Plan My Funeral?
Some of the common situations seniors and their loved ones encounter when considering funerals and burials lead to many questions. Any of these scenarios could…
Daily Money Managers Help Seniors with Financial Administration
Think of the mail coming into your home. Almost every day there comes something new to add to your To-Do List – bills to pay,…
Health Care Proxy & Power of Attorney: The Roles & The Responsibilities
William is a man in his mid-seventies. Last summer, his family and Gideon Schein convinced William to have a Will, a Power of Attorney, and…
- Categorized |
- Rehab |
Coming Home from Rehab: A Checklist for Success
When Robert had a stroke, and we were informed that he was in rehab, we suggested the family hire a geriatric care manager to help…
Communicating with Aging Relatives During the Holidays
The holiday meal is planned. Candles come down from the shelves. Presents are wrapped and cards addressed. We look forward to reconnecting with family. Often,…
A Client Story for Holiday Sharing
Bernice sent out holiday cards every year, and they were a big deal: she had a photo of herself in holiday garb and wrote a…
National Pop Goes the Weasel Day
Pop Goes the Weasel … and Budgeting? June 14 observes National Pop Goes the Weasel Day. All around the Mulberry bush The monkey chased the…
- LifeArc |
- LifeKeeping |
- LifePace |
Families with Children & Teens Need Mental Health Check-ups
There is a significant mental health problem among our youngest citizens. Here’s how you can make a difference. #CureStigma #MentalHealth #Youth Mental health has become…
- Aging Relatives |
- LifeArc |
- LifeKeeping |
- LifePace |
When Was the Last Time You Reviewed All Your Insurance Policies?
In June, “Insurance Awareness Day” is set aside as a day to review one’s insurance policies. When reviewing your files, consider any changes that may…
April is Financial Literacy Month
What does it mean to be financially literate? Our new article shares the 5 basic areas of financial knowledge needed for today’s complex society. #FinancialLiteracy…
Getting Organized for the Tax Season
Don’t Panic During Tax Season, We Can Help! #Tax #TaxSeason #DailyMoneyManager #GetOrganized Does thinking of April 15th put you or your clients in a state…
- LifeKeeping |
- LifePace |
Are You a Financial Hoarder?
There’s a chance you are a financial hoarder and you may not know it! What causes this? Our new article tackles the issue! #PersonalFinance #Finance…
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