5 Smart Ways to Invest for Your Grandchildren
You want to invest for your grandchildren’s future and financial success, but how? Helping out your grandchildren is an act of kindness. Before you give them cash or open an account for them, it’s important to understand how that might affect your future, as well as your grandchildren’s. Opening one type of account instead of […]
Cybersecurity Statistics in 2025 and Tips to Protect Yourself Online
Protecting yourself online has never been more important. With more of your personal information online and cybersecurity attacks on the rise, it’s important to understand what cybersecurity risks exist and how you can protect yourself online. It’s estimated that cybercrime will cause $10.5 trillion worth of damage annually. Even more startling, an FBI agent who […]
8 Tips to Help Prevent Elder Financial Exploitation
“Financial institutions reported a total of $1.7 billion in suspicious activities in 2017, including actual losses and attempts to steal the older adults’ funds”, according to the Consumer Financial Protection Bureau. Elder financial exploitation is incredibly common. It feels like people are constantly attempting to scam seniors. Sometimes it is from an outside party, but […]
Fee-Only Financial Advisor: 4 Reasons to Hire One
It’s a popular question – “Why should I hire a fee-only financial advisor?” Maybe you shouldn’t hire a fee-only financial advisor. Seriously, there are people who do not need a financial advisor. It’s not for everybody. I’ve met plenty of people in my career who are doing a great job of staying on top of […]
How to Advocate for a Family Member in the Hospital
Your loved one is in the hospital. What do you do? How do you navigate the system? How do you advocate for a family member in the hospital? If you’ve never done it, it can be daunting. Even if you have done it, you may still be challenged from the lack of sleep, anxiety, and […]
Elder Care Consultant: What Do They Do?
I received the question, “What does an elder care consultant do?” last week, and thought it would be a great question to answer. I frequently recommend an elder care consultant, often known as a senior care consultant, to families with aging parents. Elder care consultants, or senior care consultants, can fill a variety of roles: […]