As our parents age, many of the routine activities they performed when they were younger – cleaning house, paying bills, grocery shopping – become difficult for them. This may be for physical reasons - arthritis, for example – emotional reasons – or Read More >
Blog
From the Mercury News (4/8/11)
I'm pleased to share with you a recent feature article that ran in the Career and Jobs section of the San Jose Mercury News and other affiliates in the Bay Area. Minda Cutcher, Financial Advocate for Seniors By Charlotte Cusack What's your Read More >
If You or Someone You Love Has Been a Victim of Financial Abuse
Most of us are familiar with the saying, “A fool and his money are soon parted.” And yet, I’d venture a guess that many of us have made a bad investment decision at some point in our lives – either in money, time or trust in another person. When Read More >
Three Financial Resolutions for the New Year
The New Year is a perfect opportunity to look back, to look forward and to make changes. Let me share with you three strategies that I resolved to implement relative to handling my aging parents’ finances. These actions removed a lot of the stress Read More >
Move Your Ass(ets)!
Let me tell you about two of my clients: a couple in their late 70s, living in their own home in a lovely middle class neighborhood. They did all the right things-worked hard, paid their bills on time, saved, raised 3 loving children and even engaged Read More >
5 easy ways to help protect your aging parents’ cash
Having a discussion with our parents about their finances is hard. For us, it may bring back memories of those uncomfortable teenage sit-downs with mom and dad. For mom and dad, it can bring up a range of emotions: Suspicion: “Why are you Read More >