Category: Finances

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A senior woman with grey hair and glasses smiling while looking at her smartphone.

Finances • May 11, 2023

How to Help Loved Ones Avoid Telemarketing Scams Targeting the Elderly

Telemarketing scams are a growing problem, particularly among the elderly population. Whether a loved one lives alone or in a senior living community, is cognitively aware, or has memory impairment, they're targets because scammers believe they are more susceptible to their tactics. These scams can be devastating, financially and also emotionally. Here are some ways…

Senior Couple sit with consultant to talk about their insurance agreement.

Finances • April 22, 2021

The Pros & Cons of Long-Term Care Insurance

Planning for the future can bring you and your loved ones incredible peace of mind. With 70% of Americans requiring some amount of long-term care in their lifetime, knowing how you’ll pay for that support can take away a lot of pressure, plus help reduce caregiver fatigue. One way to cover a lot of the…

Finances • April 23, 2020

How to Choose a Power of Attorney

Choosing a power of attorney can be a difficult process, but it’s an important part of lifetime planning and can help to protect your assets later in life. Here’s our guide to help you choose your power of attorney. What Is a Power of Attorney? Assigning a power of attorney is the act of appointing…

Finances • April 23, 2020

When Should You Finalize Your Will?

Knowing when to finalize your will can be a difficult but incredibly important process. Here’s what you need to know when it comes to drafting and finalizing your will. Getting Started A will allows you to distribute property and assets to whomever you wish or to dispose of these things in the manner you choose.…