Serious illness and loss struck throughout our client base in 2014. Indeed, we acquired a lifetime of experience in 2014 dealing with serious illnesses among family members. This week we share some of the wisdom acquired. Mom & Dad, we need to talk. A family discussion on end of life care cannot wait until the
We have consulted over the past year with a number of clients and friends dealing with the serious illness of a family member. Indeed, we have dealt with this in our own families, and have gained what feels like a lifetime of experience compressed into a single year. This week we share a few things
“Our parents ran out of money.” The parents did not fit the profile of a couple that would run out of money. It was surprising. They were typical of the best of the old Southern gentry. He went to Washington & Lee, served his country in World War II, and got his MBA from Wharton.
What time is it in your life? A number of recent conversations have centered on this topic. Is it time to transition to retirement, to relocate, to downsize, or to sell a business? All of these decisions--well-conceived and executed—can make a difference in the quality of your retirement. From an advisor’s perspective, it is beautiful
My Dad—a retired pastor—has Alzheimer’s disease. Last week our family checked him into a long-term care facility. With the disease’s progression, caring for him was wearing out the primary caregiver, my Mother. Anyone who has faced this crossroads knows the anguish. However, the anguish is somewhat more bearable when the family has planned ahead. I am glad my parents have a long-term care insurance policy to help defray the considerable cost of my Dad’s care.