Timeline

/Timeline

March 2018

Scammers and Senior Fraud in Missouri

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 [...]

February 2018

Is Your Financial Advisor Asking for a Power of Attorney?

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 [...]

January 2018

Aging Seniors Supplement Income With a Reverse Mortgage (HECM)

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 [...]

December 2017

VA Benefits are Increasing in 2018

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 [...]

November 2017

Holidays, In-home Senior Care and a Game Changer

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 [...]

October 2017

What is Geriatric Care Management? What are the Benefits?

We recently had a client ask us how to get care for her father, while connecting all the dots between his health, finances, housing, insurance, and siblings that don’t always agree on what’s best for [...]