by | | AADMM Money Matters blog
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...
by | | AADMM Money Matters blog
My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
by | | AADMM Money Matters blog
With the novel coronavirus spreading rapidly across our country, most of us are thinking about how to protect ourselves and our loved ones. Add to this the misinformation readily available on the internet and in social media, and we have a ripe opportunity for...
by | | AADMM Money Matters blog
When we first moved here, my husband and I attended a neighborhood picnic in our newly adopted community here in southern Oregon. While getting to know our neighbors in this semi-rural valley outside of town was great fun, the real highlight – and indeed a truly...
by | | AADMM Money Matters blog
Not only has the COVID-19 pandemic upended life across the globe, it has also affected the financial lives of millions of individuals and families. In the United States, more than 22 million people applied for unemployment (Washington Post) by mid-April. Those who...
by | | AADMM Money Matters blog
Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims. But what...
