Increased risk of financial abuse due to COVID isolation
The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.
Long-term care planning should start with visioning your late-life
Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.
Understanding the true costs of senior care
Mike’s column discusses the true costs of in-home versus institutional care for seniors.
Understanding residential options for seniors
When trying to determine the best residential options for an elder loved one, there are many choices. Exploring the differences is important both from a financial and a lifestyle perspective.
What sides come with that sandwich?
Many grandparents serve as the primary care provider for grandchildren at the same time as being parents and taking care of their own aging parents. That’s a financial triple-decker.
What is your vitality plan?
Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!
Serving older adults and their families
Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…