7 Reasons You Shouldn’t Hire a Financial Advisor
I’m a financial advisor, and I’m going to share 7 reasons why you shouldn’t hire a financial advisor. It’s not a trick. There are situations where it doesn’t make sense to hire a financial planner. Although most people filter themselves out prior to contacting a financial planner, I’ve told people they are doing a good […]
7 Ways to Help a Caregiver
Having been a caregiver and listening to other caregiving experiences, I often see friends and family with the best intentions try to help caregivers, but they do it in a way that doesn’t actually help a caregiver. Have you ever said, “Let me know if you need anything”? I have. It’s the wrong way to […]
What To Do When Your Loved One Dies + Checklist
When someone dies, they often leave behind a mess that needs to be sorted through. There is a web of personal belongings, bills, and financial accounts that need to be handled. You may be the widow, executor, a family member, or a friend that is tasked with picking up the pieces. After the death of […]
Widow Brain: What To Expect After Your Spouse Dies & 9 Ideas to Help
Losing a spouse and becoming a widow is a life changing and emotional experience. Emotions come and go: anger, fear, sadness, grief, loneliness, pain, shock, guilt, worry, and more. Brain fog, or “widow brain” can appear, causing even more frustration. Let me begin by saying everyone experiences grief differently. Widow brain affects people differently. There […]
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 […]
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 […]
5 Strategies to Create a Successful New Year’s Resolution
I love and hate New Year’s resolutions. What about you? I love them because it feels like a natural time to make a change. People are often reflecting on the last year and trying to figure out how to make the next year more ideal for themselves. What’s not to love? I hate them because […]
