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: Can Dad Still Manage his Finances?

Dear Bebe, My dad has mild cognitive impairment. Sometimes he's completely out of it, while at other times he seems like himself. When he’s out of it, he does silly and sometimes reckless things involving money. What are some … [Read more...]

Is it Time to Take Control of Your Parent’s Finances?  

Q. My dad is in his mid-80’s and he still resides in the home where I grew up, without much outside assistance. He is healthy and takes exercise walks daily, to keep himself fit and active. When it comes to cognitive health and … [Read more...]