Tips for Managing Parents with Dementia

There is a Statute of Limitations on IRS Refunds

There is a Statute of Limitations on IRS Refunds

It physically pains me to find someone, through oversight or because of overwhelming life events, failed to do what was needed to get the refund to which they were entitled to receive from the IRS. I just learned this when a client was told by the IRS that the 2014 and 2015 returns she eventually […]

Healthy Aging Habit 1 – Use ONE Calendar

Healthy Aging Habit 1 – Use ONE Calendar

Having more than one primary calendar will get you into trouble. I have a book that I carry during my work day and sits next to my computer that is my “master” calendar. I sync it up at least every Sunday with my digital calendar that is shared with my family and coworkers. When I’m […]

Happy Healthy Aging Month 2019

Happy Healthy Aging Month 2019

September is Healthy Aging Month. It is defined as a time to celebrate life and help individuals gain a more positive outlook about growing older. This topic is always on my mind as a Daily Money Manager. Everyday, I work with adults over 50+ and see how the choices made and not made impact an individual’s […]

Understanding the Best and Worse Case Options

Understanding the Best and Worse Case Options

The long term impact of surgery prove to have greater consequences for older adults.

Dementia and it’s troublesome sidekick Anxiety

Dementia and it’s troublesome sidekick Anxiety

The speed at which my Mom could bring me into her anxiety was one of the most alarming shifts in our familiar dynamic. Growing up my Mom was the calm, low-key fixer. In the military life in which I was raised with a Dad that was often gone, Mom ran the household and raised four […]

Difficult People and Dementia

Difficult People and Dementia

When I hear the statistics about older adults living with dementia, I immediately dismiss them because I believe they are just too low. I know there are many people living with dementia that were never diagnosed and so they have never been counted. I understand why families choose not to pursue testing. However, I also […]

Falls are Game Changers for Older Adults

Falls are Game Changers for Older Adults

I know you have heard or seen a lot about the risk of a fall. It seems like the smallest of worries when you are dealing with concerns over personal and financial safety.  However, it looms as one thing that changes EVERYTHING for many of the clients with which I work. It was also the […]