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Category Archive for 'Elderly Estate Planning'

On Thursday, March 4, Tom Brokaw’s latest generational investigation gets its television debut on CNBC called “Boomers: History’s Wealthiest and Most Influential Generation.” The Baby Boomers, those born following World War II between 1946 & 1964, count just under 80 million Americans in their cohort with 8,000 of them turning 65 each day. The Boomers […]

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Often we hear from adult children concerned about paying for the care of the aging parents.  Some families are concerned about their financial responsibity for their parents.  The weekend edition of  USA Today has a mini-article by Sharon Epperson, with a few tips and resources. You can access the article: Cut Elder-care Costs online.  One […]

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In today’s online edition of US News & World Report - columnist, Bill Moehler wrote about the impact of the economy on baby boomers and their aging parents.
The economic downturn the past year has certainly impacted every area of our lives.  Usually we hear of the financial impact, but how this  affects the lives of families […]

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I just read an article in Aging Well and have seen a few articles on-line about the benefits of a “Financial Life Plan”.  As the following article excerpt from Goliath Business Knowledge on Demand, explains:
 ”Some [financial]planners especially with regard to retirement planning, are taking a so-called “holistic approach” to counseling clients. A great deal of time may […]

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