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 >
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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 >
5 Reasons why Seniors are vulnerable to scams, fraud and identity theft
My world turned upside down when the roles reversed in my family and I became the parent to my parents. It was a gift, being able to help them, but it was also a shock. Both were in their 80s, still had most of their marbles and were living in Read More >