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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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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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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 Saga Continues: Should You Support Your Low Income Aging Loved One?

As many of your may know, my brother had a massive stroke and was hospitalized for weeks. He went to a rehab facility (aka nursing home) where he got physical therapy, speech and occupational therapy. When it came time for discharge, a decision had to be made: go to a…
Carolyn Rosenblatt
February 1, 2014
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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 we want to defer until later. The…
Carolyn Rosenblatt
September 14, 2013