Helping you Manage the Financial Details of Your Life



Category Archives: Planning for Aging in Place

Five Ways to Help Your Parents Keep Their Financial House in Order

Many times our parents don’t need (or want!) someone to completely take over their checkbook. Sometimes all they need is a little help. If they are willing to share information with you, here are five ways you can provide assistance while helping your senior maintain independence. Review the incoming mail with your parents. Many times […]

Planning for Parents’ Long-Term Care

Rita’s mother was living independently until she had a stroke. Her mother could no longer communicate, and it was unsafe for her to live at home. Rita had no choice but to move her mother to a nursing home against her wishes. To pay for her care, Rita scrambled to gather her mother’s financial information […]

A Guide to End of Life Planning: Facing the Finish

Sheri Samotin’s book, Facing the Finish, A Road Map for Aging Parents and Adult Children, is an essential guide to end of life planning. “One of the biggest mistakes I see is folks who wait too long,” says Samotin. “By the time they decide what they want to do, their choices are more limited and […]

Concierge Medicine: Not Just for the Wealthy

“The interest level from patients is incredible,” Dan Cunningham wrote to me in an e-mail, commenting on my recent blog post about concierge medicine. Dan is the manager of a concierge medical practice that he and his wife, an internist, opened earlier this year. Concierge medicine is an alternative approach to providing primary care. Patients […]