We all want the best for our aging loved ones and when it comes to the point that they can no longer handle important financial tasks, it can be best to put a Power of Attorney into position. When a loved one can no longer handle their responsibilities it is best to have a family…
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Easing the transition: Alzheimer’s Awareness
In honor of World Alzheimer’s Awareness Month, we would like to give some insight into Alzheimer's awareness and signs of memory loss as well as tips to better help your loved one with Alzheimer’s disease. It can be a difficult and very sensitive situation because your loved one is losing their sense of self. Try…
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Bury My Pet With Me – Or NOT!
We have always had pets in our home. The unconditional love provided by a pet cannot be duplicated. I saw a bumper sticker the other day that made me smile. It said, More Wagging and Less Barking. There are many benefits to owning animals and lots of articles written about how pets extend your life…
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How To Reconcile Your Check Book Without Pulling Your Hair Out
To protect your identity and your assets, you should make sure that you reconcile your bank and credit card accounts each month when you receive your monthly statements. For those who are good with numbers, this task is not too difficult. But for some, this is an extremely daunting task. You procrastinate and then give…
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Giving Up The Check Book – Worse Than Giving Up The Car Keys
Giving up the check book is worse than giving up the car keys. We often hear children talking about their aging parents and how difficult it was to convince them to stop driving. But I believe that asking the parent to stop managing their money and trusting someone else to watch their assets is much…
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When The Doctor Says, “It’s Time To Get Your Affairs In Order”
Someone close to you has just received a terminal illness diagnosis. The doctor is telling them that they have a short time to live and that they should get their affairs in order. Why does it take a terminal illness to prompt us to get things organized? Even more curious, why would you want to…
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Downsizing Our Home So We Can Up-Size Our Travels
I find myself wanting to continually simplify my life as I get older. The big four bedroom house with a large yard went by the wayside about 12 years ago. My husband and I downsized to a maintenance-free villa town home with 3 bedrooms and two baths. Now, as we begin to travel more, I…
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