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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 […]
The conversation about downsizing with senior parents is often fraught with emotional and logistical complexities. It’s a conversation that necessitates a shift in both living space and mindset, frequently met with resistance or unease. The key to navigating this transition lies in approaching it with empathy, patience, and a deep understanding of its multifaceted nature. […]
In the 1930’s, 40% of U.S. doctors would make house call visits. That number sharply decreased by the 1950’s to 10% of U.S. doctors making house call visits, and less than 1% by 1980. There were several reasons why this decline happened, such as, inefficient use of a doctor’s time since a doctor can be […]
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 […]