Category Archives: Financial

Protect Aging Parents from Tax Scams

Your Aging Parents are at Risk of Fraud during Tax Season: What you can do about it!

Being caught in tax scams can happen to anyone even though most of us think we’re too smart to get fleeced.  Unfortunately, even the most cautious person can get ripped-off.  When older adults are defrauded, the effects can be devastating. With tax season officially underway, here’s what you need to know to protect aging parents … Continue reading Protect Aging Parents from Tax Scams

Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs

Retirement Checklist

The typical estate planning team most often includes the attorney, an accountant, financial advisor, and sometimes an insurance professional.  With the increased number of older adults in our society and the changing landscape of family systems, there is a growing need for an estate planning team to include the professionals who can make client-specific recommendations … Continue reading Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs

Tax Scams Targeting the Elderly

Your Aging Parents are at Risk of Fraud during Tax Season: What you can do about it!

Being caught in tax scams can happen to anyone even though most of us think we’re too smart to get fleeced.  Unfortunately, even the most cautious person can get ripped-off.  When older adults are defrauded, the effects can be devastating. Your Aging Parents are at Risk of Fraud during Tax Season: What you can do … Continue reading Tax Scams Targeting the Elderly

What is Aging Life Care?

Aging Life Care

Overwhelmed by the choices and decisions involved with caring for an aging loved one? Hit with an emergency and don’t know where to start? Or do you want to  plan for your own senior years and make your own decisions? No matter your individual situation or preferences, Aging Life Care Professionals™ offer a client-centered approach to … Continue reading What is Aging Life Care?

Hiring In-Home Caregivers

Hiring in-home care providers — on your own or through an agency — is not a decision to be taken lightly. Understanding the financial and legal responsibilities of hiring a household employee is critical. Take a look at these important considerations and  case studies before making any hiring decisions.   What You Need to Know Before Hiring … Continue reading Hiring In-Home Caregivers

Six Hidden Costs to Caring for an Aging Parent

Caregiving for an aging loved one isn’t all doom and gloom. The rewards of caregiving are real, but so are the hidden costs.  by Jullie Gray, MSW, LICSW, CMC – Aging Life Care Association™ Member and Fellow of the Leadership Academy   Over the weekend, U.S.News & World Report ran a story – How to … Continue reading Six Hidden Costs to Caring for an Aging Parent

Aging and Money: Having the Tough Conversations

the money talk with aging parents

Aging Life Care Professionals™ Offer Guidance to Aging Adults and Families on Handling Financial Issues A recent article on financial-planning.com focused on the need for financial advisors to have plans to address the challenges they face when clients have diminishing mental capacity. With the rising aging population and the increasing rates of dementia, financial advisors are being encouraged … Continue reading Aging and Money: Having the Tough Conversations