Dear Oakley, I’ve been thinking about gifting money to my grandchildren. Before I do so though, I’d like to teach them about financial responsibility. As a financial planner who works with seniors and their loved ones, … [Read more...]
Print This PageCritter Corner: How Do I Properly Revoke a Power of Attorney?
June 25, 2021 by
Dear Hayek,I appointed my son to be my agent under my Power of Attorney five years ago. Since then, he has shown his true colors as a spendthrift with massive credit card debt. I don’t think I can trust him to handle my … [Read more...]
Print This PageCritter Corner: Is there a Link Between Alzheimer’s and Down Syndrome?
June 18, 2021 by
Dear Oakley,My neighbor has Down Syndrome. I read somewhere that there is a link between Down Syndrome and Alzheimer’s. Is this true and if so, what research is being done?Thanks!Khan Nexion---Dear … [Read more...]
Print This PageCritter Corner: Navigating the New Social Norms After Getting Vaccinated
May 21, 2021 by
Dear Oakley,I am fully vaccinated and am trying to follow the new norms and get used to not wearing a mask or physically distancing myself. I disliked wearing a mask the past year because my glasses would always fog up, so I’m … [Read more...]
Print This PageCritter Corner: Wise Tips for Retirement from a 98-Year-Old
May 14, 2021 by
Dear Angel,I am thinking about retirement. I would love tips from someone who has “been there” for a while. Do you have any wisdom you can share from the people that you meet? I’d also like some practical tips when it comes to … [Read more...]
Print This PageCritter Corner: Tips for Decluttering and Downsizing When You Don’t Want to Get Rid of Stuff
April 23, 2021 by
Dear Hayek,When my sister and I were over for Easter, my mom asked us if we wanted anything. She has a lot of “treasures” that she’d love for my sister and I to claim. These aren’t the valuables I’m talking about ... they are … [Read more...]
Print This PageCritter Corner: Do Veterans Benefits Cover Hospice and Palliative Care?
April 16, 2021 by
Dear Oakley,My uncle, who is a U.S. Navy veteran, has a chronic illness. His family is considering hospice or palliative care. I am wondering if either of these are covered by the VA. Thanks for your help!Pali … [Read more...]
Print This PageCritter Corner: Tips for Seniors for Financial Literacy Month
April 2, 2021 by
Dear Hayek,I am a caregiver for my 82-year-old mother. Sometimes she could use help with making financial decisions. What tips can you offer to me as a caregiver and to her as someone who still handles her own finances? Also, … [Read more...]
Print This PageCritter Corner: FEMA will Offer Funeral Assistance for People Who Have Died of COVID-19
March 26, 2021 by
Dear Oakley,My friend’s dad recently died of COVID-19. Funerals are so expensive. Does the government provide any relief to help pay for them? Burr Yinghim --- Dear Burr, I’m so sorry to hear about the loss of your … [Read more...]
Print This PageCritter Corner: What Should I keep in Mind When it Comes to Incapacity Planning?
March 19, 2021 by
Dear Hayek,I am planning on doing my incapacity planning soon. I always like to plan ahead for everything. What are the varied medical issues and methods of intervention that a person should keep in mind in order to be … [Read more...]
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