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Tag: Financial and Fiduciary Management

Financial Planning, with Jill Martinez

Jill Martinez, director of community relations for CarePartners Living, discusses financial planning.

Medicare and Veterans Options, with Samantha George

Samantha George from Humana talks about medicare options for veterans. The first two parts are the original medicare: part A is for hospital care,...

Don’t Lose Yourself Financially in Caregiving!

As most of you know I cared for my mother for the last six years of her life.  Because of the many ups and...

The Caregiving Account

When you are caring for a loved one, there are two things I can guarantee: You will be involved in financial dealings. They can...

Financial & Fiduciary Management

Financial management services oversee all aspects of a senior’s finances. This is especially important for seniors with forms of dementia and mobility issues. A...

New Year: Review Your Legal Documents

Stephanie Haslam is an elder law and estate planning attorney with Compassionate Legal Care. January is a time for new starts, and it's a...

Investment Strategies with Jason Totedo

Jason Totedo, a financial advisor with AGP Wealth Advisors, talks about investment strategies.

Investment Strategies

Jason Totedo, a financial advisor with AGP Wealth Advisors, talks about investment strategies.

Financial Planning with Jason Totedo

Jason Totedo is a financial advisor with AGP Wealth Advisors talks about multi-generational financial planning.
Estate planning

Financial preparedness for your parent’s long term care

Many families today are torn apart and stressed over a multitude of questions when it comes to caring for a senior parent. When care...