by Nanette Duffey | Jul 14, 2026 | Insights, Pets
Even with considerable resources and comprehensive family planning, welcoming a pet, or supporting one as parents age, can quietly introduce ongoing expenses and logistical demands that affect household habits and peace of mind. What begins as a source of...
by Nanette Duffey | Jul 22, 2025 | Caretaking, Credit Reports and Scores, Fraud Protection, Identity Theft, Insights
As seniors embrace the support of caregivers, their financial security can become vulnerable. A trusted caregiver, such as a worker at an independent living facility, a health companion, or even a family member hired to provide supportive care, may have access to...
by Nanette Duffey | Jul 26, 2024 | Caretaking, Insights, Medical, Retirement
Is there a furry four-legged companion living with your loved ones? As seniors and their pets grow older, preparing a plan with them in case the senior or the pet needs medical care will give your loved ones peace of mind by engaging them in the planning process. Pets...
by Nanette Duffey | Jul 31, 2023 | Financial Partners, Insights
As we age, the odds are stacked against us when it comes to our mental competence. One in every five seniors over the age of 75 has experienced some kind of cognitive impairment. For anyone over the age of 80, that risk jumps to one in two people. While many seniors...
