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financial planning

“If I live long enough, I will need help.”

July 28, 2016/blog/aging, aging parents, communication, financial planning, healthcare decisions, parent caregiving, power of attorney, purpose and meaning, recommendations/by admin

If I live long enough, I will need help. – Dana Lambert The most surprising and compelling patterns of over […]

Four Ways to Protect Yourself & Loved Ones from Financial Fraud

April 13, 2016/Uncategorized/aging, aging parents, banking, communication, finances, financial planning, fraud, grandparents, recommendations/by admin

Four Ways to Protect Yourself & Loved Ones from Financial Fraud – Dana Lambert The incidence of financial fraud perpetrated […]

5 Top Questions to Consider when Choosing a Power of Attorney

April 5, 2016/Uncategorized/aging, aging parents, banking, communication, finances, financial planning, healthcare decisions, parent caregiving, power of attorney, recommendations/by admin

5 Top Questions to Consider when Choosing a Power of Attorney – Dana Lambert Much of the conflict we work […]

Four Proactive Steps to Prevent Financial Fraud

February 10, 2016/Uncategorized/aging parents, banking, bill paying, credit, finances, financial planning, fraud, healthcare decisions, identity theft, parent caregiving, power of attorney, seniors/by admin

We hear a lot these days about data breaches and theft of personal and financial information. It’s serious business. Identity […]