Uncategorized

Comparing Senior Communities – Ease the Frustration

2018-07-17T15:04:27+00:00

James and Sarah came to us for help regarding her Mom’s estate plans. In their case the solutions were relatively simple. What wasn’t simple, however, was comparing senior communities for her mom. As they shared their story, it was clear that they were worn out, at the end of their rope. After visiting 15 communities, [...]

Comparing Senior Communities – Ease the Frustration 2018-07-17T15:04:27+00:00

Seniors Enriched Through Volunteering with the Red Cross

2018-06-23T00:57:24+00:00

How will you live a rich and rewarding life after retirement? Is your bucket list enough to do it for you? This question looms large in the minds of those approaching the age of 65, and even more for those already retired. We know that seniors now live longer than previous generations. That presents several [...]

Seniors Enriched Through Volunteering with the Red Cross 2018-06-23T00:57:24+00:00

Seniors, Aging, and Companion Pets

2018-05-23T18:28:29+00:00

Mitch recently worked with us on his father’s estate plan. He mentioned how much his dad has enjoyed having a companion dog. We’ve been hearing more lately about service dogs in general. From our perspective, it brings up questions about seniors, aging and companion pets. Who can benefit from companion pets, how do they help, [...]

Seniors, Aging, and Companion Pets 2018-05-23T18:28:29+00:00

Remove the Mystery with a Letter of Instructions

2018-05-16T18:47:13+00:00

Will your family know what to do after you pass, or will it be a mystery? Don’t leave them with the frustration of being in the dark. When a loved one dies, no one wants to play hide and seek for critical documents and key information. Instead, leave a letter of instructions. Betty was recently [...]

Remove the Mystery with a Letter of Instructions 2018-05-16T18:47:13+00:00

Scammers and Senior Fraud in Missouri

2018-05-07T16:55:01+00:00

Frauds and scammers are on the rise. The DOJ's Big Bust Proves it. Far too often, scammers in Missouri and across the US are getting the upper hand at the expense of seniors. Senior fraud in Missouri isn’t greatly different from other states. But the results are sometimes devastating. Aging adults and their families need [...]

Scammers and Senior Fraud in Missouri 2018-05-07T16:55:01+00:00

Is Your Financial Advisor Asking for a Power of Attorney?

2018-07-19T16:07:01+00:00

Tom and Alice are a young couple who recently completed their estate planning documents with us. Alice reached out to our office, asking about a call they recently got from their financial advisor. The advisor was requesting that Tom and Alice each provide a Power of Attorney for his file. Alice wanted to know if [...]

Is Your Financial Advisor Asking for a Power of Attorney? 2018-07-19T16:07:01+00:00

Aging Seniors Supplement Income With a Reverse Mortgage (HECM)

2018-05-07T16:55:01+00:00

What Exactly is a Reverse Mortgage or an HECM? More seniors than ever face challenges related to retirement, estate planning, and living well in their later years. Clients sometimes bring up the question of reverse mortgages. It's not the perfect solution for every person, but it's a legitimate option. Most of us understand conventional mortgages, [...]

Aging Seniors Supplement Income With a Reverse Mortgage (HECM) 2018-05-07T16:55:01+00:00

VA Benefits are Increasing in 2018

2018-05-07T16:55:01+00:00

VA Benefits: Is Santa being nice to aging veterans this year? As children eagerly await Santa’s arrival, aging veterans wonder what the upcoming year holds for them on the financial front. Will food and gas prices hold steady? Will they rise? By how much? What about Social Security benefits? Will they increase in 2018? If [...]

VA Benefits are Increasing in 2018 2018-05-07T16:55:01+00:00

Holidays, In-home Senior Care and a Game Changer

2018-05-07T16:55:01+00:00

When visiting with aging family members over the holidays (or any other time of year) it’s a great opportunity to observe and detect clues that signal a need for some form of care. The signs creep up on you. But you eventually realize that something has changed. Some kind of care needs to be considered. [...]

Holidays, In-home Senior Care and a Game Changer 2018-05-07T16:55:01+00:00

The Biggest Danger to Your Assets

2018-05-07T16:55:01+00:00

Richard and Debbie came to us looking for help regarding their long-term outlook. In their fifties, they enjoyed great careers. They were living the proverbial dream, with assurance that their retirement years would live up to the promise they’d saved and planned for. Their future was predictably happy, with one important exception. Close friends, Alex [...]

The Biggest Danger to Your Assets 2018-05-07T16:55:01+00:00