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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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The Worst Excuse For Not Protecting A Vulnerable Parent

 This one shocked me.   Here at AgingParents.com we've been hearing elder abuse tales for a long time, but I was stunned when I heard this. A family of 3 siblings has been worried  about their widowed father, who lives alone in the country. He is very comfortable, but not extremely…
Carolyn Rosenblatt
June 26, 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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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
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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
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The Danger Of Your Aging Parent Covering Up Dementia

Jaclyn asked us for advice about her Dad, who was doing some things she didn’t understand. He had gotten lost driving home. He’s lived there for 50 years, and it seemed so odd. It’s happened more than once. And, he forgot how to make coffee, something he’s been doing for decades. He just…
Carolyn Rosenblatt
August 16, 2013
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There's No Law Against Making Stupid Decisions

Howard, 92, loves women.  He has dementia and is legally blind.  He likes to give women checks when they tell him their sob stories about needing money.  He has one daughter, Missy, who is aghast at his conduct. After her mother died, Missy felt obligated to try to keep Dad from…
Mikol Davis
March 18, 2013
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The Tough Question: Move In With Your Aging Parent?

The Tough Question: Move In With Your Aging Parent? We hope you are enjoying the beginning of spring and this time of renewal.  Mikol and I have recently moved our offices to new, brighter and better space and we're feeling very renewed!  Wouldn't you agree that there is nothing like…
Mikol Davis
May 10, 2012
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Hidden Truths About Long Term Care Insurance

Hidden Truths About Long Term Care Insurance Should you or shouldn’t you? Seems as if someone is always promoting the purchase of long term care insurance. Most of us don’t want to think about getting old and needing anything like that. If we ever think about it, it’s a thing…
Mikol Davis
January 1, 2012