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Money
I Got the Call to Be Here in 90 Days…Now What?!?
Editors Pick
You’ve been on a waiting list for a senior living facility for years. In the meantime, your “dream cruise” is planned and that family reunion is around the corner...then you get “the call." If you’re like many downsizing Seniors the question echoing in your mind is; “What do I do about the house?” ...
Seniors Blue Book Greater Dallas | 2020 Edition
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Editors Pick
Seniors Blue Book is celebrating 5 years in the Greater Dallas area and a lot has happened!
We partnered with Aging2.0 to focus on accelerating local, aging-focused innovation, where I serve as the DallasChapter Ambassador. We volunteer with a variety of local organizations dedicated to the aging population, such...
How Can I Sell My Home During a Pandemic?
Editors Pick
I spent January, February and early March helping many folks who were at different stages of downsizing. Some knew they had a home waiting for them in one of the Homestead Communities, while others were moving out of the area to be closer to grandchildren. None of them expected a moratorium on real...
How Do I Price My Home?
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If you’re like many of the downsizing folks I work with each year, you’ve been in your home for 20 or more years. It may be the first home you ever owned, or a “dream” home you saved for and built. Regardless, you know the day is coming when you’ll list your home but you wonder how to value the home....
The Importance of Financial Self-Care
When navigating the world of healthcare, we often find ourselves making daunting financial decisions. Don’t neglect to care for yourself financially!
Keep track of expenses. Many retirees are on a fixed income, so tracking outflows is essential.
Let the data complement your emotions. Our emotions...
Understanding Your Medicare Options
You’ve earned that red, white and blue Medicare card, and deserve all the coverage that comes with it. But there are other health plan options available, and you may find that the extra benefits and comprehensive all-in-one coverage of a Medicare Advantage plan fits you – and your budget – best.
Original...
The Importance of a Financial Power Of Attorney
Proper estate planning requires carefully crafted documents covering a range of matters. One of the most important is a financial, often called a durable, Power of Attorney (“POA”) which allows you to name the people who will act on your behalf in financial matters if you are cannot, or...
How Does the CARES Act Affect You?
The Coronavirus Aid, Relief, and Economic Security (CARES) Act, is a piece of legislation that has been implemented to help aid those who have been financially affected during these unprecedented times. Many of the provisions are specific to retirement accounts.
CARES Act changes are:
Hardship Loans...
HECM Loans, Also Known as Reverse Mortgages, Can Ensure Peace of Mind for Senior Homeowners
As our country continues to be challenged by the impact of COVID 19, it is apparent that the senior population has more at risk than their health. Many senior homeowners have suffered financial losses and now have real concerns about their ability remain in their homes. Seniors in search of stability...
Family Decisions Can be Stressful – Help is Available!
Have you ever had a disagreement within your family? Everyone has. As things change, such as family members aging, there are many decisions to be made: healthcare, finances, guardianship, power of attorney, estates, wills...and so much more! These decisions may be challenging to make given that they...
To Gift or Not to Gift…?
When someone is thinking of how to get Long Term Care help for parents or their spouse, one reaction is to disburse assets so they can apply for Medicaid. What many people do not realize is that by disbursing assets, they may jeopardize the in-need person’s immediate eligibility for assistance by causing...
PA Link & You Working Together
The mission of the PA Link to Aging and Disability Resources is to improve access to long term services and supports for individuals, their loved ones and caregivers, regardless of age, income, or ability, through an integrated network of partner agencies committed to expanding the use of community based...
(Part 2 of 2) SBB University presents "Death & Taxes - Having the Uncomfortable Conversations"
Part 2 of 2. Although the topic may be an uncomfortable one, it is one that needs to be addressed. SBB University and our panel of experts discuss the documents that you need to have in place, best tax practices while you are alive, pre-planning your funeral arrangements, as well as hospice care and...
Many Seniors Want to Stay Living in Their Homes Despite Physical Barriers of Aging
There are companies that provide home modifications for seniors and others with disabilities who are finding it too challenging to perform their normal daily activities around the house.
AARP says the correct adjustments to homes can increase the safety, accessibility and independence for older adults,...
Success in Retirement Often Depends Upon Having Options
Want to Stay in Place? - Typically, the home is one of your largest assets. It is often overlooked when seeking ways to fund retirement. I will help you determine if a Reverse Mortgage will enhance your retirement. For many retirees it provides both financial security and peace of mind. It is a safe...
The Best Time to Prepare for the Future is Now
When preparing to make changes to your current living situation, you need to consider everything from legal, financial services, packing, moving and real estate disposition. And it doesn’t need to be overwhelming. There are trusted advisors available for you, in fact, some of these services are complimentary. ...
The Pre-Retirement/Retirement Checklist: How Prepared Are You?
Getting ready for retirement or already in retirement? Before you cross that bridge, you’ll need to cross some important items off your to-do list. If we’ve been working together, you might be more prepared than you think! These ten crucial steps can help you visualize how far you’ve come.
Retirement...
Keep Your Money Safe – Scams and How They Work
In the good, old days, children played outside without fear. Americans left their doors unlocked at night. The thought of a robbery – or something worse – was incomprehensible. Unfortunately, we live in a different world now.
There are people who prey on others for their own financial gain. Sometimes,...
I Got the Call to Be Here in 90 Days…Now What?!?
You’ve been on a waiting list for a senior living facility for years. In the meantime, your “dream cruise” is planned and that family reunion is around the corner...then you get “the call." If you’re like many downsizing Seniors the question echoing in your mind is; “What do I do about the house?” ...
(Part 1 of 2) SBB University presents "Death & Taxes: Having the Uncomfortable Conversations"
PART 1 OF 2 VIDEOS - Although the topic may be an uncomfortable one, it is one that needs to be addressed. SBB University and our panel of experts discuss the documents that you need to have in place, best tax practices while you are alive, pre-planning your funeral arrangements, as well as hospice care...