Blog Archives

The Struggle: Taking Over Finances For Your Aging Parent

Here is a true story about an older person with cognitive decline who was being manipulated by his live-in girlfriend. His son was not sure of what he could do. Jay is an only child and his dad, Jeremy is

Intrusion or Just Being Safe? Monitoring Aging Parents’ Finances

For most adult children with aging parents, there is often the dilemma of whether or not they should be involved with monitoring their aging parents spending habits. You want to honor their independence, but what if they show signs of

Avoid These Three Retirement Mistakes That Can Make A Mess For Your Family

Retirement talk is on a roll. With 10,000 Boomers turning 65 every day, no wonder. But besides advice on how to “live the life of your dreams” and have a “secure retirement” there’s some important information too few are taking

Removing Secrecy In Nursing Home Wrongdoing

After 25 years without changes in basic rules, the nursing home industry is finally being forced to reveal hidden wrongs that happen to residents. Until now, consumers were required to sign arbitration agreements when they were admitted to a nursing

Learn why we all need to protect our aging loved ones from “Financial Elder Abuse”

Carolyn Rosenblatt – The Boomer’s Guide to Aging Parents – interview – Goldstein on Gelt – Jan. 2015

Three Ways Families With Aging Parents Can Stay Out of Court

Do you get along with everyone in your family?  Lots of people don’t. Old conflicts can rise up when aging parents start to decline in health and need help.  When there is conflict in families, it can sometimes escalate to

Who Is Competing For Your Aging Client’s Attention and Dollars?

Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there.  Competition with you for their invested assets can become an increased threat when an older client’s judgment is compromised.

Boomers: Will You Need Care In Your Own Future?

Hello again, from Carolyn and Mikol at!   Wishing all of you a beautiful season. Here’s a subject that many of us are involved in right now. Millions of us Boomers are caring for an aging parent.  Some take

Do you know about these 5 scams targeting seniors ?

The Worst Excuse For Not Protecting A Vulnerable Parent

 This one shocked me.   Here at we’ve been hearing elder abuse tales for a long time, but I was stunned when I heard this. A family of 3 siblings has been worried  about their widowed father, who lives alone

Can Seniors With “Early Dementia” Safely Handle Money?

Hello,   Are you concerned about an aging loved one in the early stages of dementia? In our consulting practice, we often come across the problem of elders who are losing capacity for decision-making, but are not completely incapacitated. We

Swiss Daughter Sends Elderly Mother To Thailand For Care

Hello again,  Carolyn here.  Just wanted you to hear about this shocking story. An article in the BBC news, Exporting Grandma to care homes abroad, describes how a middle aged daughter in Switzerland chose to send her 91 year old mother

The Saga Continues: Should You Support Your Low Income Aging Loved One?

As many of your may know, my brother had a massive stroke and was hospitalized for weeks. He went to a rehab facility (aka nursing home) where he got physical therapy, speech and occupational therapy. When it came time for

How Financial Advisers Can Abuse Their Elderly Clients: Family Finances

Elder Financial Abuse Right Under Our Noses? Alice, my mother in law, is blessed with a great memory and pretty good health for a woman of 91. She works at it. She’s been a widow for 5 years now. When

Hidden Truths About Long Term Care Insurance

Should you or shouldn’t you? Seems as if someone is always promoting the purchase of long term care insurance. Most of us don’t want to think about getting old and needing anything like that. If we ever think about it,

Elder Financial Abuse Under Our Noses?

This is unbelievable.  Here we are, always trying to alert people to financial abuse and we think Mikol’s own mom, Alice, has been taken advantage of by her financial advisor!   Alice is 91, is blessed with a great memory

Hidden Truths About Long Term Care Insurance

Hidden Truths About Long Term Care Insurance Should you or shouldn’t you? Seems as if someone is always promoting the purchase of long term care insurance. Most of us don’t want to think about getting old and needing anything like

How to Handle Money for Aging Loved Ones

How to Handle Money for Aging Loved Ones ..downloadable E-Book $9.95 How to Handle Money for Aging Loved Ones $9.99 Volume 6 of this series gives any person responsible for handling money for an aging loved one solid tips on

Have Aging Parents Discovered The Power Of Music Videos?

Clark Retirement Community

Beware of This Financial Advice About Aging Parents

Have you ever heard this? “Your dad paid taxes all his life. Let the government take care of him.  He should get rid of his assets so he’ll qualify”.
This may be considered “good” advice by some financial planners.  Here’s why

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"Thank you for the article on the "grey area". It validated what I am currently going through with my Mother. It is so painful for me to go back and forth with her behavior. I just don't know what to do about the estranged sister who has exploited well over $50K of my mother's savings and my Mothers admitted " lack of "will power" to say no to her." Robert ________________________________ "I do want to thank you for the Webinar you offered. It helped me a great deal as I was facing the need to lead our family in finding a safe living situation for our mother. That information and the other information you offered as downloads gave me much needed guidance when I was feeling tremendous anxiety and uncertainty." Betty
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  • Stubborn Aging Parents Who Want To Age In Place: What You Need To Consider March 20, 2018
    By Carolyn Rosenblatt, RN, Elder law attorney, consultant When asked, about 90% of elders will say that they don’t want to go to any kind of “home” as they get older. They want to stay in their own homes. Aging…Read more ›
    Mikol Davis
  • Smart Dietary Tips to Help Your Aging Parent with Dementia March 20, 2018
    Living with aging parents suffering from dementia can be a tough time for all members of the household. It’s something a lot of people are dealing with, as the World Health Organization estimates that over 50 million people in the…Read more ›
  • Ten Step Checklist For Smart Retirees March 16, 2018
    Ten Step Checklist For Smart Retirees Reaching retirement age is maturity, and a different responsibility for us and to our loved ones. Every person needs a checklist to ensure that their new status includes preparing their families with essential information…Read more ›
    Mikol Davis
  • Aging Parents And Women’s Day: Let’s Look At Inequality In Caregiving March 9, 2018
    Women in our country have gotten a lot of attention lately with focus on sexual harassment, domestic violence and unequal treatment by employers. There is another important area that is not getting attention in the focus on women: the role…Read more ›
    Mikol Davis
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