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Wills: The Gift of Preparing
Jane is a 75-year-old widow living her very best life. After losing her husband to cancer, she vowed to her son that she wouldn’t become a “bitter old widdy woman”. At a recent small family dinner, Jane’s son Russell, asked her about her Will. Jane…
Planning for 2021: A Little Different This Year
WOW! What a year 2020 has been! Well, I think we can all agree that 2020 has been a year unlike any in recent memories. We will all be happy to sing Auld Lang Syne and toast to a new year at midnight on Dec.…
Elder Financial Abuse - Protect Yourself and Your Loved Ones
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…
Holiday Tips for a COVID World
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: Medicare Advantage Plans
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…
Honoring Veterans: Make a Plan for Future Benefits
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…
Medicare Open Enrollment
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…
Women and aging
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…