Apple’s New Legacy Contacts
Sometimes, unexpected things can happen, and people die suddenly. But what if the person had an important document sitting in their email? You could contact the sender and hope for the best…or hopefully the person signed up for Apple’s new Legacy Contact. Users can...
Stop Elder Financial Abuse Before It Can Start
Elder financial abuse has many faces. It might come in the form of strangers pushing a “confidence game” where they earn the victim’s trust, a caregiver charging an exorbitant rate for her services, or a family member who has a sense of entitlement to the victim’s...
Depending on Social Security?
Social Security is usually the first thing taken into account when people think about funding their own futures. But by the time many people reach that age, perhaps in less than 15 years, we will be seeing decreases in social security benefits. Now that secure future...
Seasons Change
Thanksgiving is right around the corner. Huge efforts will be taken to avoid politics at the table, no doubt. We’re also faced with the fact that time goes on without us, and our parents may have deteriorated since the last time we saw them. Vision problems and...
Now It’s YOUR Turn to Give Your Parents “The Talk”
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 parents...
Celebrating 27 years in business helping people stay financially organized
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