Learn how to support seniors’ financial success and continued independence by reading our blog articles.
The main difference with informal vs formal court accounting is the comprehensiveness of the accounting. Informal is often used when there is no beneficiary disagreement, while formal is often required when there is concern that estate’s assets were not properly … Read More
Marcia L. Campbell, CPA, and her husband Frank Campbell, CLU, CLS, have received the “Champions” award by The Community Foundation for 2018. About The Community Foundation The Community Foundation is a charitable organization that aims to “strengthen inland Southern California … Read More
As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid bills, steep fees, overdraft charges, and mounting debt. With your own family and career to … Read More
Many aging adults fear the possibility of outliving their retirement. With a longer life expectancy, an increasing cost of living, and rising health care costs, running out of money is a legitimate concern. While some retirees may enjoy simple part-time … Read More
If you’ve stepped in to help your elderly parents manage their finances, you may be surprised to discover that they have more debt than you realized. Understandably, it can be worrisome when an aging parent has a considerable amount of … Read More