Planning for retirement is essential at any age.  Some people are excellent with their finances, planning, and understanding of the investment market, but most are not.  The question becomes, should you work with a financial advisor or a financial planner?  Are they the same? While financial advisors and planners guide investments, taxes, and other financial […]

There may come a time in someone’s life when they need help with their finances.   Perhaps someone needs help paying bills, filing taxes, or other tasks.   The bigger question is, can the person still oversee their finances with assistance, or do they need someone to take over this task?  If a person needs help, then […]

It can be a hard adjustment when people realize they need assistance with their daily tasks, especially for anyone who has been independent their whole life.  People want to maintain their independence while accepting assistance, too.  Otherwise, if they lose their independence, then they may lose autonomy, self-esteem, and overall well-being.  Accepting help may alter […]

Bookkeeping and bill-paying services may sound basic, but they can be invaluable to certain older clients.  Some people have difficulty keeping up with their checkbooks and paying bills, which can lead to fees and penalties if not paid on time.  Plus, it can open someone to fraud or identity theft.  In addition, if the finances […]

Medicare covers some medical transportation, but not all.  Transportation can be challenging as one ages. Some people stop driving because of physical or cognitive challenges. Therefore, they rely on a spouse or someone to take them places for shopping or dental or medical appointments. But what happens to people who don’t have someone to transport […]

A person should prepare for retirement. Preparing for retirement requires planning. While most people may automatically think of financially being prepared, this is only one aspect. Getting your legal documents and other wishes in order ensures everyone can meet your wishes. How can you financially be prepared for retirement? Social Security, if a person qualifies, […]