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How Digital Assets Figure Into Estate Planning
2 weeks ago

How Digital Assets Figure Into Estate Planning

As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to address this property in their estate planning. Last fall, …
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Assisted Living Choices
2 weeks ago

Assisted Living Choices

When an unexpected crisis occurs, seniors and their families often have to make life-changing choices with split second decisions. Circumstances such as the death of a spouse/caregiver or a sudden …
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Clear the Clutter, Clear Your Mind
3 weeks ago

Clear the Clutter, Clear Your Mind

I gave up perfection a couple of years ago -now I just try to be myself. Being myself does not include a perfectlyclean house or matching stemware. When I got …
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It’s Medicare Enrollment Time!
3 weeks ago

It’s Medicare Enrollment Time!

Not everyone has to remember to enroll in Medicare. If you are already collecting Social Security, you’ll get Medicare Parts A and B automatically. In some cases, you might not …
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Staying Healthy
3 weeks ago

Staying Healthy

According to the 2014 United States Census, more than a quarter of adults over 65 — 11 million people — live alone. Social isolation is considered a risk factor for …
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Can a Person with Cognitive Impairment Sign Legal Docs?
1 month ago

Can a Person with Cognitive Impairment Sign Legal Docs?

When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often turn to us – wondering …
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5 Things I Wish I Told My Dad
2 months ago

5 Things I Wish I Told My Dad

In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know the difficult road …
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Cardiac Rehab: An Overlooked Path to Better Health
2 months ago

Cardiac Rehab: An Overlooked Path to Better Health

When Elizabeth, a 76-year-old woman who had heart valve surgery, began her outpatient cardiac rehabilitation program, she used a walker. Halfway through the 12-week program, Elizabeth started using a cane. …
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Still Have Questions About Reverse Mortgages?
2 months ago

Still Have Questions About Reverse Mortgages?

We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address some ongoing concerns about reverse mortgages.


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What High Cholesterol Truly Means for Your Health
2 months ago

What High Cholesterol Truly Means for Your Health

Evelyn is 72 years old and has been healthy most of her life. She watches her diet and exercises regularly. Her father, who smoked and was overweight, died from a …
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