House and Downsizing

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If 2022 is the year of downsizing for you or a senior loved one, then you’ll want to keep in mind a few helpful tips for a smoother downsizing experience.
Seniors and Hobbies

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Is your senior loved one a little bored doing the same things over and over? Perhaps they've fallen in a pandemic slump and want to try something new.

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Choosing an assisted living facility for a senior loved one is never easy, but there are a few tips you can follow to make this task a little less stressful.

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We get it—no one likes to think about their funeral arrangements. Yet it’s one of those things you can do that will give you some peace of mind and help those making the arrangements once you are gone.

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Most of us live so much of our lives online nowadays, but protecting our digital legacy is a planning task that often gets overlooked.

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Open enrollment season for Medicare is int he Fall every year. This is a time when our senior clients can review their Medicare plans and can make changes if desired. 

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Getting a letter from the Internal Revenue Service (IRS) is very frightening to most people.  What could be worse is getting a phone call from an IRS agent.
Cruise Photo

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We have all heard the saying that if it is too good to be true, then it probably is.  Recently, our client, Joan (not her real name) rediscovered how true this statement really is.
My step mother had a surgical procedure done the other day which required an overnight stay and change to her medications.  Since my Dad is no longer driving long distances, I went to spend a few nights with them so that I could take step mother to the hospital, and take Dad back and forth to the hospital to see her after the procedure and pick her up the next morning.

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We all want what is best for our aging loved ones, but unfortunately, elder abuse is becoming an all-too-common occurrence.