Money Management

Estate planner meeting with Seniors

The Power of Planning

When you’re caring for older loved ones, it’s easy to focus on the issues that are right in front of you, like making sure their nutritional needs are met, handling medical appointments, and tackling home maintenance issues. Depending on the type of support that’s required, a Care Manager or Personal Assistant can be helpful in managing these everyday needs.

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Seniors with Financial Advisor

When a Senior Can’t Manage Their Personal Affairs, Who Will?

Today, people are living longer and fuller lives more than ever before. And while that is good news, the reality is that there often comes a time when older adults can no longer manage their personal business and finances. When seniors cannot handle daily finances or become more susceptible to financial mistakes, the consequences can

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senior couple on beach happy retirement

Prepare for a Happy, Healthy Retirement: 3 Steps to Take at Every Age

Enjoying your retirement does not automatically happen when you kiss the old job goodbye, despite what we may envision. Planning ahead can ensure you are set up for financial and personal well-being in your retirement years. The good news is that there are simple steps you can take at all ages—from your 30’s to your

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senior couple with financial consultant

Don’t Get Scammed: Easy Ways to Ensure Financial Safety for Seniors

Financial abuse is on the rise in the United States, and our aging population is often the most vulnerable. In 2014, 2.5 million fraud-related consumer complaints were logged in the Consumer Sentinel Network database. Those 50 and older made up 49% of complaints reporting a record $1.7 billion in losses. A majority of the fraud

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Creating an Advanced Directive: Starting a Conversation that Counts

May is Older Americans Month and this year’s theme is Get into the Act, highlighting how older Americans can take charge of their health and make a positive impact in the lives of others. Completing an advanced directive is one important way that older Americans can take charge, but millions of Americans (of all ages)

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senior with financial advisor

Protecting Seniors’ Financial—and Physical—Well-Being

Josef, an 89-year-old Holocaust survivor, never saw it coming. “I survived the Lodz Ghetto and three camp selections, but I didn’t see that a distant cousin who asked me to contribute to a special fund was stealing from me,” he said. Josef became so distraught that his Seniors At Home homecare attendant, Elvira, contacted his

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senior woman

Seniors At Home’s Fiduciary Services Department Leads to Financial Peace of Mind

Laura and Marcia, next-door neighbors on a leafy suburban street for 50 years, were as close as sisters. Through the years, the women stood by each other during times of need—when they were widowed, when Laura’s son died unexpectedly, and when Marcia was recovering from breast cancer. When Marcia returned from a long trip and

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