Last week I talked about wills and the danger of not having one. One benefit to planning your estate that I didn’t mention is how it creates an opening to talk to your parents about their estate planning. This can be difficult for a couple of reasons. A lot of… Continue Reading..
In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency situations. Typical things they may pay for include: Heating or… Continue Reading..
Your mom and dad are getting older. Maybe their memory is deteriorating, or they’ve lost some of their mobility and the time has come to get them some in-home care. Before this happens, though, you need to ask yourself: Do they understand the contract they are signing with the caregiving… Continue Reading..
September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell - like this diverse set of challenges… Continue Reading..
Being vigilant about your privacy is a necessity in today’s world, and nothing is more important to protect than your Social Security number. Unfortunately, many businesses - and the federal government - are not as careful with citizens’ numbers as they should be. While colleges and universities have ceased using… Continue Reading..
I look out for their welfare. Unfortunately, the world is full of shady characters trying to make a quick buck off seniors, legally or illegally. That is why I had to have an “intervention” with a potential client I spoke to last week. She called me and indicated she was interested… Continue Reading..