Finances

Steps to Help Seniors Avoid Identity Theft

For many seniors, having a nest egg provides peace of mind. Unfortunately, healthy savings accounts often make seniors the targets of identity thieves. Scammers also may consider seniors as easy marks because they can be more trusting than younger people, they may live alone and they often have favorable credit scores. If you’re a victim,…

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Tips for Seniors Who Want to Dive into Social Media

Think seniors don’t use social media? That’s so 2013. In 2017, seniors are adopting social platforms for a wide variety of uses well beyond keeping tabs on grandchildren. A recent study from Michigan State University found that online networking can reduce loneliness in seniors and may even give their health a boost. More than 95…

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Help Your Loved One Avoid These Top Senior Scams

If you’re over 60, you’ve likely been targeted by scammers looking to clean out your nest egg. Senior scams come in a variety of formats, but they all can have devastating consequences. By educating yourself, you can avoid becoming a victim. If you’re over 60, you’ve likely been targeted by scammers looking to clean out…

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8 Steps to Get Started with Estate Planning

You may have heard the saying that only two things in life are certain: death and taxes. You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for…

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Care for your Heirs: 8 Estate Planning Steps to take now

Estate planning may not be on top of your to-do list, but taking care of some essentials now will make it much easier on your loved ones in the event of your passing. Think of it as a final kindness to your kin. Plus, you’ll have the satisfaction of knowing your wishes will be followed.…

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Helping an Elderly Parent with Estate Planning

Careful estate planning for aging parents can yield significant emotional and financial benefits for the whole family. Broaching the topic of estate planning with elderly or frail parents may feel awkward. But finding a way to start this conversation can be well worth the discomfort. Careful estate planning for aging parents can yield significant emotional…

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Assisted Living Community Checklist

Assisted Living Environment As you arrive at the community, do you like its location and outward appearance? As you enter the lobby and tour the community, is the décor attractive and homelike? Do you receive a warm greeting from staff welcoming you to the community? Does the executive director call residents by name and interact…

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6 Discussion Points About Senior Living for Financial Planners

Deciding to move to a senior living community is a financial decision as well as an emotional one. For financial planners, talking to your clients about their future care needs as early as possible can help ensure they find a good match for their resources. When working with clients, be ready to discuss: 1. Planning…

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6 Questions Your Patients May Not Ask About Long-Term Care

Seniors and their caregivers face a steep learning curve when they begin researching senior living communities. As a medical professional, you can help them navigate the variety of available services and guide seniors to a community that supports their health care requirements. Here are some questions you can use to help your patients start to…

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Financial Tips for Seniors: Estate Planning Basics

Seniors should consider a variety of legal issues when planning for the future. When we think about a gift for our families, an estate plan might not be the first thing that comes to mind. However, it’s actually something valuable to give to your loved ones—and a way for you to plan for the future.…

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