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‘Tis the Season….to Work on Your Taxes
The holidays are over, and instead of greeting cards filling your mailbox, W-2s, K-1s, and 1099s are arriving. These signal the beginning of tax season and the time to start…
Why it’s Important to Build a Great Elder Care Team
Manny is an 83-year-old client with hoarding tendencies and fading short-term memory. Prior to our involvement, Manny’s relatives had become increasingly concerned about him remaining in his home. There had…
Do You Have Your Legal Documents in Order?
As we age, these 3 documents are more important than ever to have. Don’t go without them! #EstatePlanning #Healthcare #Life It’s a good idea to review your legal documents every…
- Aging Relatives |
- LifeKeeping |
- LifePace |
- Rehab |
The Price of Falling
Injuries from falling may heal, but life after may never go back to normal. #Aging #SeniorCare #HomeHealthCare The ability to sustain one’s balance or to have the resilience to get…
Prepare Before the Emergency! Here’s What You Need.
September is Emergency Preparedness Month, here are tips to help you prepare for the unexpected. #HurricaneSeason #EmergencyPrepardness #Family Summertime is hurricane season. As we brace for these large storms along…
How Can a Professional Organizer Ease Anxiety & Reduce Stress?
While in search of rubber bands at his friend Andrea’s house, Tom opened a bureau drawer to find it completely filled with light bulbs and soap. In anyone else’s house,…
- Aging Relatives |
- Health Insurance |
- Insurance |
- Life Insurance |
- LifeKeeping |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Supplemental Insurance |
How I Realized My Value to Clients As An Insurance Agent
June 28 is Insurance Awareness Day. To participate in this observance day, we are pleased to bring you an article by guest author Lynn Lavender, CLTC. Lynn Lavender of GuideINS…
What Are the Indicators That a Daily Money Manager Might Be Useful?
There are many situations in which the services of a Daily Money Manager (DMM) can be beneficial, whether it’s dealing with an isolated project or working in a more long-term…
