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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
agingaging parentaging parentsagingparentsanxietyBaby Boomers BurdenBlogboomerscrisiselder abuseElder CommunicationElder Financeselder financial abuseElder LawElder Psychologyelder relationshipseldersFamily ConflictFamily Conflictsfinanceshealth care directivehealthcare directivehealthcare directivesParents' Financesseniorsstress

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
Blogcarolyn rosenblattConsultationConsultingElder Financeselder financial abuseelder relationshipsFamily ConflictFamily ConflictsParents' Financessiblings

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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Quick Tip: How to Improve Your Relationships With Your Loved Ones

Hello again, Dr. Davis here. We hope you are well in reading this.  We want to acknowledge each and every one of you who is a caregiver, either near or far from your loved one.  If you have to deal with family, it’s not always so rosy. Let’s look at…
Mikol Davis
April 8, 2014
agingaging parentaging parentsagingparentsBlogConsultationConsultingElder Carehealth care directivehealth care directiveshealthcare directivehealthcare directivesParents with Dementia

What If You Try To Help Your Aging Parent With Dementia And No One Listens?

Hi, Carolyn here. I hope you are doing well and getting through your day. Today we’re discussing frustrations with the healthcare directive (a document that enables you to act on another person's behalf for healthcare decisions).  Sometimes its also called a healthcare power of attorney, or a living will.  Not…
Mikol Davis
March 31, 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
agingaging parentaging parentsagingparentsassisted livingBlogElder CareElder FinancesParents with Dementia

Swiss Daughter Sends Elderly Mother To Thailand For Care

Hello again,  Carolyn here.  Just wanted you to hear about this shocking story. An article in the BBC news, Exporting Grandma to care homes abroad http://www.bbc.co.uk/news/health-25438325, describes how a middle aged daughter in Switzerland chose to send her 91 year old mother with dementia to a care home in Thailand, where quality…
Mikol Davis
March 19, 2014
agingaging parentaging parentsagingparentsassisted livingBlogboomersElder CareElder CommunicationElder FinancesElder PsychologyeldersFamily ConflictFamily Conflictsnursing homessuccessful aging

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 with lots of amenities. But, you have to drive everywhere.…
Mikol Davis
March 14, 2014

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