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Can you afford to retire?
The first of the Baby Boomers (those of us who were born between 1946 and 1964) began retiring in 2011, and it’s estimated that the majority of the nearly 76 million people born in that time period will retire over the next 20 years. Many of us are not prepared – financially or emotionally. A…
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Getting Prepared to File Your Tax Return
One of the things I do for clients is help them gather and organize documents needed to prepare their income tax return, or to provide to their tax professional. With April 15 on the horizon, I thought it might be helpful to do a little refresher on the basic documents needed for taxes, especially as…
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Maintaining and Destroying Critical Documents
In my last blog I talked about the critical documents you should gather, update and organize for your aging parents and yourself. This time I’ll discuss ways to securely maintain those documents, how long you need to keep them, and the best way to destroy them once you no longer need them. Maintaining documents Some…
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Keep Critical Documents Current and Accessible
If you are caring for your aging parents, now is a great time to do a “critical documents” review to make sure all essential records and documents are up-to-date, organized and accessible. Chances are you’ve at least begun thinking about doing that to prepare for taxes, why not do a general review at the same…
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Home for the Holidays? Signs of Concern?
The holidays are a great time to do a loving “check up” on your aging parents or relatives to identify areas of their life where they may need some help. If you are only able to see these folks a few times a year, you may actually be in a better position to notice subtle…
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Moving an Aging Parent? Let a Move Manager Downsize Your Stress
In my last blog, I gave you some suggestions on having the conversation with your aging parents about downsizing – for their safety and/or in preparation for a move. Once you’ve had the conversation and the decision to move has become a reality, the real work begins. Perhaps like many people who are caring for…
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Tips for Helping your Aging Parents Downsize
As an adult child of aging parents, there are several crucial conversations you need to have with them – the car keys conversation, the money management conversation, and the “where to live and what to do with my stuff” conversation. The latter may be the most difficult, and often the most prolonged. For many of…
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Managing a Senior’s Finances – a DMM Can Help!
As people get older and their cognitive skills begin to decline, often one of the first skills to go is the ability to effectively manage household finances. For many seniors, this is a hard thing to admit. Managing their own money gives them a sense of independence and control. And yet, if they are not…
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Long Term Housing Options
If you are caring for an aging parent, at some point you should have a conversation about housing options for when they can no longer live on their own. Although most seniors say they want to age in place, often it isn’t practical to do so. The more you know about the options available for…
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Home Safety for Aging Parents
AARP reports that most people want to stay in their own home as they age. The challenge for their adult children, however, is honoring that wish while ensuring the safety and well-being of their loved ones. The elderly are particularly vulnerable to injury from accidents at home. According to the Center for Disease Control, every…
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