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: Can Dad Still Manage his Finances?
July 27, 2018 by
Dear Bebe,My dad has mild cognitive impairment. Sometimes he's completely out of it, while at other times he seems like himself. When he’s out of it, he does silly and sometimes reckless things involving money. What are some … [Read more...]
Print This PageIs it Time to Take Control of Your Parent’s Finances?
June 2, 2017 by
Q. My dad is in his mid-80’s and he still resides in the home where I grew up, without much outside assistance. He is healthy and takes exercise walks daily, to keep himself fit and active. When it comes to cognitive health and … [Read more...]
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