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finances

Estate Planning: Four Documents Everyone Needs

June 12, 2019 By James Buesing

When they hear the phrase “estate planning”, many people assume that the information that follows is for the wealthy. After all, most people don’t think of their money and property as an estate. But estate planning isn’t just about who gets what when you die. It also covers things like who makes decisions about the […]

Filed Under: Aging in Place Articles, Planning Tagged With: estate planning, estates, finances

5 Hidden Costs of Aging in Place

February 19, 2018 By Nancy Kupka PhD, RN

Hidden costs of aging in place

Aging in place means being able to live in your own home and community safely, independently and comfortably. Some older people might consider moving into an assisted living facility or a newer home with amenities designed to make aging in place easier. However, you may wish to stay in your own home and make changes […]

Filed Under: Aging in Place Articles, Lifestyle Tagged With: age in place, Aging in Place, caregiver, Caregiving, costs, Costs Of Aging In Place, finances, health care, Hidden Cost, Home Remodeling, personal care, social isolation

6 Ways a Daily Money Manager Can Set You Up for a Smooth Retirement

November 7, 2016 By Emily Lutz

6 Ways a Daily Money Manager Can Set You Up for a Smooth Retirement

If you’re preparing for retirement, there are a few key steps a Daily Money Manager can help you take to ensure a smooth, successful transition. As a Daily Money Manager, I help people with all sorts of personal financial tasks. This includes everything from paying day-to-day bills to organizing insurance claims and tax records. I’m […]

Filed Under: Aging in Place Articles, Money & Finance for Aging in Place Tagged With: Daily Money Manager, DMM, Emily Lutz, finances, insurance, Insurance Claims, Liberty Paperwork Solutions, medicare, money, Spending Plan

Retirement Planning – 30 Questions You Should Ask To Plan For Your Future

April 12, 2016 By Mark Hager

30 questions seniors should ask to plan for their future

This infographic will help you properly plan for, and talk with your family about what you want during your retirement years. 30 questions for you to think about as you plan.

Filed Under: Aging in Place Articles, Planning Tagged With: adult kids, finances, health care, Planning, retirement, talking with kids

5 Promises to Yourself You Should Make and Keep This Year

January 30, 2015 By Wendi Hager

5 Promises to Yourself

Make this year count! Read about the 5 promises to yourself you should make and keep this year that will help you keep building your best life.

Filed Under: Planning Tagged With: Aging in Place, finances, Financial Plan, Good Planning, Making Promises, Planning Ahead, Promises To Yourself, resolutions, Retirement Planning

Identity Theft Tips for Seniors

February 11, 2014 By Mark Hager

More than 50% of seniors are online, according to Pew Research Center’s Internet and American Life Project in 2012, and this means seniors are utilizing email, social media and online banking. As we age, there is an increased feeling of isolation for various reasons including a loss of social connections, new physical limitations or even […]

Filed Under: Featured, Money & Finance for Aging in Place Tagged With: elderly, finances, identity theft, identity theft protection, money, senior identity theft, seniors

Preparing the elderly estate and setting up future finances

February 24, 2012 By Mark Hager

The most important things to have in your possession when you are caring for aging parents – or if you’re in a position where you ever might care for them – are powers of attorney. And the powers are not one set of paperwork – they are two. The first kind of power of attorney […]

Filed Under: Law, Money & Finance for Aging in Place Tagged With: 21204, Adam J. Roa, elderlaw, finances, legal, Maryland, powers of attorney, Towson

The Five Key Risks All Retirees Face

August 6, 2009 By Mark Hager

Over the next twenty years, roughly 79 million Americans will cross the threshold to retirement, joining the millions of folks that are already retired. Welcome to what we call “Generation R”. The Retirement Generation.

Filed Under: Retirement Tagged With: finances, financial planning, Jeff Helms, money, Reinventing Your Retirement, retirement

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