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Finances

Dec 18

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 Read More >

Jul 07

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 Read More >

May 15

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 Read More >

Mar 03

Choosing a Tax Professional

Although Punxsutawney Phil declared a delay for spring this year, there’s one date he can’t put off: April 15.  The dreaded income tax deadline.  It’s  March, and the countdown has begun. According to the IRS, about 60% of taxpayers hire a tax Read More >

Jan 07

Having “The Talk” with Your Aging Parents

So, perhaps you followed the advice in my last blog, and used your visits over the holidays to assess how your aging parents are doing.  You identified a couple of areas where they obviously need help. Now what? For most of us, the answer seems Read More >

Dec 01

Spending the holidays with aging relatives?

The holidays present a great opportunity to check in on your aging loved ones to assess whether they need additional help. If you only see your parents a few times a year, you may, in fact, notice more changes than someone who sees them on a regular Read More >

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