Learn how to support seniors’ financial success and continued independence by reading our blog articles.
In the colder months, people often prefer to stay indoors and bask in the warmth of their homes. Rather than stay in all winter, independent seniors and family members seek to find new adventures for the whole family to enjoy. … Read More
As we grow older, we become independent and learn to handle things on our own. However, in our golden years, independence becomes complicated and easy tasks may become difficult to accomplish alone. Concerned adult children want to relieve their aging … Read More
When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions for many, and it’s just as important for seniors – especially the financial goals. Financial … Read More
As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave behind. One way that you can do this is by setting up a trust. Are … Read More
When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the … Read More