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Now that we have survived another Northeast winter, many of my senior clients are wondering, “Should I stay or should I move?” They often ask me for my input as their trusted advisor (daily money manager/ financial organizer). Here are some ideas I share with people going through this decision-making process. If you are a senior contemplating whether or not …
Recently, my Personal Money ManagerSM workweek included discussions with three of our clients. At ages 68, 78, and 92, each of those clients has differing degrees of health and capacity. But for them and many other seniors, the issue of how to maintain independence in a way that meets both their needs and those of their families dominates the discussion. …