Financial

Resources and tips to help plan and discuss the financial future of our aging parents.

The Inheritance Playbook

The Inheritance Playbook

What can you do to avoid tax implications?  Inheritance. It's a word that can ruffle some feathers in some ...
True Story of Elderly Scam

True Story of Elderly Scam

Robert's Story: A Texas Cowboy's Troubled Life and Horrifying Death. Having our aging parents be scammed or duped ...
Protecting your parents’ money

Protecting your parents’ money

Ways your parents may be spending more than they should  How can you protect your parents' money? Many of us worry ...
Keeping important documents secure

Keeping important documents secure

Accessing information in an emergency. What happens if you're out of town and need a copy of your parent's will or ...
Controlling Your Parent’s Money

Controlling Your Parent’s Money

Protecting your parents from overspending, fraud or exploitation. Do you think that your parent is overspending? ...
Helping Elderly Parents with Bank Accounts: Expert Tips for Adult Children

Helping Elderly Parents with Bank Accounts: Expert Tips for Adult Children

Should I be a signer on my parents' bank account?There is a lot of confusion about how to best help your parents ...
Senior Dating and Marriage

Senior Dating and Marriage

What steps can you take to protect your parents?  Is love in the air? Does it seem a little late or rushed? When ...
Where do you turn when you need help for your aging parent ?

Where do you turn when you need help for your aging parent ?

Do you know about the Area Agency on Aging? When we need help for our aging parents it's often hard to know where ...
Understanding a Reverse Mortgage

Understanding a Reverse Mortgage

Is a reverse mortgage the right option for your parent? Paying for all of the expenses in your later years can be ...
Navigating Social Security for Aging Parent

Navigating Social Security for Aging Parent

How to make sure your elderly parents are getting benefits they're due. Trying to understand social security is no ...
Scams that target the elderly video

Scams that target the elderly video

Learn what to do if your elderly parent is targeted by scammers.From phone calls asking for money and emails with ...
Having a plan for long term care for aging parents

Having a plan for long term care for aging parents

It’s so important to have a plan for how and where our aging parents will live as they get older. There are so many decisions and they’re much easier to make when it’s not a crisis situation.

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