Seniors & Caregiving

Helping Seniors Prep for Tax Season

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of the year, you…

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Helping Seniors with Mail Management

 Stop Junk MailIt's impossible to stop all of it, but you can cut it back quite a bit. Our blog shows you how to stop junk mail..Set Up a SystemYou can't be there to go through the mail every day. So give them a system to sort and file the mail between visits. Have a place for outgoing items and a way for them to sort incoming mail into categories such as financial, personal, and questionable items like sweepstakes,…

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Caregiver Burnout and What to Do About It

Currently, about 53 million Americans work as family caregivers. This is usually an unpaid role on top of a career, family, and other responsibilities. Unfortunately, the stress and work of being a family caregiver often lead to caregiver burnout. According to a 2020 report from the National Caregiving Alliance and AARP: 21% of caregivers reported their own health as fair or poor 40% feel their situation is high-intensity 24% are providing care for two more individuals 31% struggle with…

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Retirement Planning and Long-Term Care

Retirement planning requires a lot of educated guessing in terms of how long you’ll live and at what age you’ll stop working. In general, people can expect to live at least 20 years post-retirement at age 65. Lifestyle, family history, and overall health are factors to consider. Long-Term Care Costs What hasn’t been factored in until recently, is the cost of any long-term care that might be needed. This is a much harder item to pin down. However, one…

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9 Ways to Live Independently Longer

According to a survey by AARP, ¾ of adults want to remain in their homes as they age, but only 59% believe they’ll be able to do so. If you’re part of both of those groups, these tips will help you live independently, in your own home, longer. Stay Mentally Active Brain-stimulating games help preserve mental function. Just like your muscles need a workout, so does your brain. Crossword puzzles, Sudoku, and similar games are great ways to engage your…

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