The United States Department of Justice defines Elder Financial Exploitation this way, “a person commits financial exploitation of an elderly person or a person with a disability when he or she stands in a position of trust or confidence with the elderly person or a…
A Different Kind of Holiday Season It’s that time of year again…time for holidays, celebrations, family, hugs, laughs, decorating, overeating, travel, gifts, and much more. In an ordinary year, in addition to these ‘fun’ activities, the holiday season often contributes to added stress and feelings…
Medicare Open Enrollment for 2021 is in full swing! But, the Dec. 7th deadline to enroll or change your coverage is quickly approaching! Our November 3, 2020 blog discussed Original Medicare and all of its “parts.” But what about Medicare Advantage Plans and how they stand…
What does the date Nov. 11th mean to you? Do you have special plans for this day? Well, to many Americans, this is a very important day because we get to honor our military veterans who have served in the United States Armed Forces on…
It’s that time of year again! It’s Medicare open enrollment! Do the many available plans confuse you and cause you to want to pull your hair out? Well, you’re not alone. Most of the seniors that we serve are covered by Medicare but scratch their…
The MeToo and Black Lives Matter movements have shed significant light on some of the structural inequality we face in America. Incremental progress has been slowed even further by the COVID-19 pandemic. It is hard to believe the dismal statistics showing the financial vulnerability aging…
Today, due to divorce, spousal death and remarriages, blended families have become the new normal. Your new aging ”blended family” should consider specialized estate planning to avoid needless family drama and financial missteps. All families have their own unique dynamic. Combining families creates its own…
The new aging family looks significantly different than it did at the height of the baby boom. There are fewer and fewer nuclear “traditional” families with a husband, wife, son, and daughter. Now, more families look like the Brady Bunch or the Pritchetts from Modern…