Finances

Home Finances Page 3
Asset management

Today’s Long Term Care Crisis

David T. Phillips joins Suzanne to talk about a crisis in Long Term Care and how it is seriously negatively impacting Americans. Financial wellness is one of the 8 foundational principles of wellness featured on the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Nitty Gritty Senior Finance Questions

Will people hit their goal for retirement? Like getting out the good china, we rarely think about our post-retirement finances. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how a financial manager considers your circumstances holistically.
Financial planning

Life Book: A Non-Invasive Family Finance Tool

A professional finance manager can craft a life book to document your assets, income, and expenses – or for your senior loved ones – and how it insulates mom and dad from feeling like they're sharing too much with their family. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about life books. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Family Finance Trip Wires

Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about trip wires when it comes to the financial plan for your aging years, or the finances of your senior loved ones. Financial wellness is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Financial planning

Family Finances: Talking With Your Parents

Do you have a financial plan to move forward in your aging years? Do your senior loved ones have a plan? Sometimes it's hard to bring up those topics with them, but if you get asked to serve as power of attorney for a family member, it's your business to find out. Sitting down with a senior finance manager might be a great way to bridge you to this information in a non-invasive way. Brynne Malone, the owner and founder of Aging Solutions NW, joins Suzanne to talk about how to talk to your parents about their family finances. Financial wellness, knowing you have resources to maintain your life, is one of the 8 foundational principles of wellness featured in the Vitality Revolution podcast series sponsored by Humana.
Seniors and their pet

Untapped Resources to Pay for Senior Care

Emily Schwarz cites a variety of ways to help pay for senior care, including long term insurance policies, life insurance, reverse mortgages, and tax deductions.

A Senior Living Financial Aid Office

ElderLife Financial is a financial aid office for senior living, a one-stop shop to help families understand how to pay for long-term care.
Power of attorney

Financial Resources for Veteran Seniors

Emily Schwarz clarifies a number of common misconceptions people have about qualifying for veterans benefits.

Answering Veteran Fears: Paying for Senior Care

Emily Schwarz at ElderLife Financial says Veterans Benefits are the most underutilized way to pay for senior care.
Darol Tuttle

Asset Protection Planning Stories

Attorney Darol Tuttle shares a couple of stories that illustrate the essential need for asset protection planning.