estate planning

Cognitive Life Expectancy and Women

Cognitive Life Expectancy and Women

Failing to plan means planning to fail.

What Happens When You Fail to Plan

What Happens When You Fail to Plan

See John Oliver’s warning about what could happen to you if you fail to put simple POAs in place.

Turn on your Long Term Care Insurance Now

Turn on your Long Term Care Insurance Now

Don’t delay to start claiming your long term care insurance … use it or lose it.

How much money is needed to care for a loved one with dementia?

How much money is needed to care for a loved one with dementia?

Dementia care is expensive. How much might you need?

Why Auto-Debit is a Bad Idea.

Why Auto-Debit is a Bad Idea.

Make sure someone is minding the finances. Why auto-debits are a bad idea for managing bill payments.

Wells Fargo is More Focused on THEIR Process than Serving ME

Wells Fargo is More Focused on THEIR Process than Serving ME

Banks make it difficult to step in, and step out as Power of Attorney.

Is someone taking advantage of a loved one?

Is someone taking advantage of a loved one?

I see reports about fraud in the family and am never sure who has the right stats. The National Council of Aging reports one set of metrics, and a recent report from AARP says that 75 percent of the abuse is committed by family, friend, or neighbor. Regardless of the figures, I hope that everyone […]