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Ten Step Checklist For Smart Retirees

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

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

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 ?

Would You Immediately Recognize These Elder Abuse Hidden Scams?

Most days at I get a call from an adult child of an elder, asking me about shady dealings over a parent’s finances. Sometimes it’s the niece, grandson, or other family member the caller is worried about. Sometimes it’s the

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

3 Brothers Battle Over Mom’s Care and How to Pay for It: Is There A Solution?

This is a real situation, all too common. Three brothers are engaged in pitched battle over their mother’s care and how to pay for it.  Mom is severely demented and can’t care for herself independently. She had long term care

Tax Scams and Your Aging Parents: Phone Scams Escalate During Tax Time

A new and fast moving telephone scam is targeting taxpayers across the country.  The Fraud Watch Network sent out a press release detailing how thousands of victims have already lost more than $1million.  Please caution your aging parents and others as

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

Is It Time For Your Aging Parent to Move?

We’ve been asking ourselves this question. Would Mom be better off in a different community? My mother in law Alice, is now 91.  She lives alone in a 2700 square foot home that she enjoys. It’s in a retirement community

Busting The Myth That You Should Let Impaired Aging Parents Make All Their Own Decisions

I am compelled to share these stories with you, sad as they may be. I hope you can learn from the way others handled what was supposed to be doing the right thing.  Or so they thought.   Are you

Can Your Aging Loved One Learn To Use Technology?

Hello again.    Mikol here.   We hope this finds you well. Today, I want to share with you an experience I had with my Mom, who was 86 when this happened.  My Mom, Alice, was computer phobic before Dad

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

Coping With Difficult Family And Aging Parents At Holidays: 4 Tips From Dr. Davis

Does your family have difficult people in it that you aren’t so sure you want to see this season?  Or are your aging parents a problem for you at this time of the year?  Some elderly people can get grouchy, irritable and

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

We Always Think We Have More Time, Aging Parents Health

Even if your loved one is in poor health, you still never think of it. No one plans for a sudden passing.  I’ve just had a shocking awakening. Our friend, colleague and I were emailing each other about a recent video product

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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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