Category: Multi Gen Series

Do you have these Important Documents for your College Children?

Once children turn 18, parents no longer have automatic access to their medical or financial records. As we always try to advise, get ahead of your planning before an emergency occurs. Here are some document recommendations for your college children. HIPAA release form – This allows important medical information to be


Day to Day Financial Management – Elder Care Series

This is our next article in a series about how to plan and care for our aging loved ones. In this piece, we discuss the potential day to day financial management assistance our parents, or aging loved ones, may need as they age. Below are questions we use with our


Legal Documents – Elder Care and Finances Series

This is our next blog in a series about how to plan and care for our aging loved ones. In this article, we list and briefly describe the legal documents that you should have for your senior loved ones. As always, we recommend having them in place well before they


Financial Scams that Target Seniors

According to a 2019 Senate committee report, older adults lose an estimated $2.9 billion each year to financial scams. Law enforcement struggles to fight these scams because they are being executed from foreign call centers beyond their scope. From the report, the most common scam involved individuals impersonating someone from


COVID-19: Young Investors and Professionals Advice

As we are now a few weeks into this tragic period in the U.S. and the world, it can become easier to get discouraged and let negativity take over our mind.  One thing we learned during the financial crisis of 2008 was that there are opportunities to make progress during


Tips for Starting Difficult Discussions with Aging Parents

When you start to notice that your parents are slowing down because of age or illness, talking with them about their future needs and plans can be difficult. Finances, estate planning, care plans, final wishes, etc. are complicated discussions. In our experience, we believe it is important to start these


Next Gen Series: Goal Setting to Jump Start Your Career

In our last blog, we highlighted the importance of goal setting in several life categories for young adults: Health-Fitness, Family, Financial, Personal-Hobbies, and Career. We wanted to explore the importance of setting career goals. Creating and writing down specific, formal goals early in your career can help you jump start


Next Gen Series: Importance of Goal Setting

Navigating independence for the first time as a young 20-something can be overwhelming. What career is right for me? When is the right time to buy my first house? Am I saving enough? Decisions made at this stage of life can now have significant consequences. Formal goal setting can help


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