IBT: Creating A Spending Plan

IBT: Creating A Spending Plan

  Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. Spending plans are a more accommodating alternative for many. It will put you in the driver’s seat of your financial future. A spending plan...
Financial Paperwork Got You Down?

Financial Paperwork Got You Down?

How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...

AADMM and Aging Life Care Association partnership

AADMM and ALCA members may have clients in common that benefit from both services. Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals...
7 Resources to Prevent Elder Financial Abuse

7 Resources to Prevent Elder Financial Abuse

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...
Are You a Financial Hoarder?

Are You a Financial Hoarder?

There’s a chance you are a financial hoarder and you may not know it! What causes this? Let’s tackle the issue! You may wonder what a “Financial Hoarder” is. With all of the media attention that has been given to the hoarding of physical objects, there has been little...
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