Critter Corner: When Dad is a Risk Taker

Dear Oakley, My dad has Parkinson’s and Parkinson’s dementia (very mild right now) and we care for him in our home. Recently, after a nap, he forgot that he can no longer walk and tried to escape from his bed. He has also tried … [Read more...]

Critter Corner: Why Would You Revoke a Revocable Trust?

Dear Hayek, This question is more for curiosity than anything. I know that revocable living trusts can be revoked. How would someone go about doing so and why would they ever want to? Thanks! Reva Cabull --- Dear … [Read more...]

Critter Corner: Helping Mamma Get Rid of Stuff

Dear Oakley, When my mom was doing her estate planning, she realized how much stuff she has that has no monetary value, but lots of sentimental value to her. Upon speaking with her children and grandchildren, she realized that … [Read more...]

Critter Corner: Could Canine Life-Extension Research Lead to Breakthroughs for Pets and Humans?

Dear Hayek, There is a lot of research out there about longevity in humans. Unfortunately, pets don’t live long enough. Is there any research being conducted about longevity and pets? I’d love for my best friend, Kirby the … [Read more...]

Critter Corner: Teaching Grandchildren about Finances

Dear Oakley,   I’ve been thinking about gifting money to my grandchildren. Before I do so though, I’d like to teach them about financial responsibility. As a financial planner who works with seniors and their loved ones, … [Read more...]

Critter Corner: How Do I Properly Revoke a Power of Attorney?

Dear Hayek, I appointed my son to be my agent under my Power of Attorney five years ago. Since then, he has shown his true colors as a spendthrift with massive credit card debt. I don’t think I can trust him to handle my … [Read more...]

Critter Corner: Is there a Link Between Alzheimer’s and Down Syndrome?

Dear Oakley, My neighbor has Down Syndrome. I read somewhere that there is a link between Down Syndrome and Alzheimer’s. Is this true and if so, what research is being done? Thanks! Khan Nexion --- Dear … [Read more...]

Critter Corner: Navigating the New Social Norms After Getting Vaccinated

Dear Oakley, I am fully vaccinated and am trying to follow the new norms and get used to not wearing a mask or physically distancing myself. I disliked wearing a mask the past year because my glasses would always fog up, so I’m … [Read more...]

Critter Corner: Wise Tips for Retirement from a 98-Year-Old

Dear Angel, I am thinking about retirement. I would love tips from someone who has “been there” for a while. Do you have any wisdom you can share from the people that you meet? I’d also like some practical tips when it comes to … [Read more...]

Critter Corner: Tips for Decluttering and Downsizing When You Don’t Want to Get Rid of Stuff

Dear Hayek, When my sister and I were over for Easter, my mom asked us if we wanted anything. She has a lot of “treasures” that she’d love for my sister and I to claim. These aren’t the valuables I’m talking about ... they are … [Read more...]