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for more than 33 years
Money matters. And money matters can be complicated. Medical bills, insurance invoices, mail, bank statements, and retirement account information can pile up—and something important...
Posted by C. Dolan & Associates on 05/26/2022
Tips for planning for the futureTalking about money is often the third rail of family relationships. Touching on the subject can be extremely dangerous. For too many families,...
Posted by Positive Aging Community on 01/10/2020
*What is Daily Money Management?*Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly....
Posted by Positive Aging Community on 08/13/2018
Families facing disagreements on issues such as caring for aging parents, encouraging an older adult to stop driving, or equitably distributing trust proceeds are increasingly...
Posted by Positive Aging Community on 03/27/2015
As anyone who has faced a gap in insurance coverage knows, the prospect of being uninsured—or underinsured—can be both scary and overwhelming. Such was certainly the case for Margaret...
Posted by Positive Aging Community on 03/27/2015
Estate planning means much more than preparing a Last Will and Testament or tax planning for the disposition of your assets upon your death. Estate planning is the process of...
Posted by Positive Aging Community on 03/27/2015
1. Manage Timelines Effectively:Medicare eligibility begins for U.S. citizens and legal residents when they turn 65. A person has a seven-month initial enrollment period that begins...
Posted by Positive Aging Community on 03/27/2015
Are you getting older? Are your parents? Do you and/or they have a plan?Consider Joe and Helen. They met just after he was discharged from the Army. They married, raised two boys and...
Posted by Positive Aging Community on 03/27/2015
Advance directives (living wills, powers of attorneys, and health care proxies) are legal documents that express an individual’s wishes with regard to medical decisions. They are...
Posted by Positive Aging Community on 03/27/2015