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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. With impaired judgment, they might fall for the “free meal” seminar, a…
Carolyn Rosenblatt
March 21, 2015
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Boomers: Will You Need Care In Your Own Future?

Hello again, from Carolyn and Mikol at AgingParents.com!   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 their loved one into their home, and some move to…
Carolyn Rosenblatt
December 29, 2014
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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 caller’s sibling whose actions are in question. And all the…
Carolyn Rosenblatt
October 3, 2014
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Where Can LGBT Seniors Age Without Discrimination?

We have some thoughts about emerging solutions to an aging part of our population, the LGBT community.   For the longest time, the lesbian, gay, bisexual and transgender community got little other than negative press and highlighting of controversial issues.  But things are changing.  Millions of people who are retiring include LGBT…
Carolyn Rosenblatt
April 26, 2014
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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 insurance, but she has almost exhausted that benefit.  Her only…
Mikol Davis
April 15, 2014
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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 well. Older adults are more likely to be victims of…
Mikol Davis
April 1, 2014
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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 call this "the grey zone" between perfectly normal and impaired.…
Mikol Davis
March 26, 2014
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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 honoring your impaired aging parents' independence by letting them do…
Carolyn Rosenblatt
March 9, 2014

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