News & Articles
The Cost of Isolation to Seniors
According to Medicare Advantage, “Senior isolation is one of the biggest threats to the health of America’s seniors, while it remains among the most difficult to
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Alzheimer’s Awareness Month: How You Can Help Seniors
It’s never easy to hear that you or a loved one has been diagnosed with Alzheimer’s. But it’s important to know that those with Alzheimer’s
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Senior-Friendly Activities for the Holidays
The holiday season is in full swing. It’s a time to be around loved ones and enjoy each other’s company. Family and friends of all
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Senior-Friendly Activity Ideas for Winter
In the colder months, people often prefer to stay indoors and bask in the warmth of their homes. Rather than stay in all winter, independent
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How to Help Your Clients Find The Financial Assistance They Need
As we age, our mental capacity to handle our own finances diminishes. You may notice your aging clients begin to have difficulty with relatively simple
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How Do You Know if a Trust Accounting Is Accurate?
Trust accounting in California is an essential protection for beneficiaries that ensures the trustee is administering the trust per the probate code and the terms of
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When will you retire? Have a plan before choosing between 65 or 85
When will you retire? When talking about retiring from your job in the future, you might be considering the financial aspects. You ask, “How much
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Why You Need A CPA That Can Help Through Every Stage of Life
Why You Need A CPA? As we age and go through different life stages, certain complexities often present new financial challenges. You may find that
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How to Talk with Your Parents About Their Retirement Finances During the Holiday Season
Discussing retirement and finances with your aging parents isn’t always easy, but it is a necessary conversation to have. Families need to have a general
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A Guide to Trust Accounting for Irrevocable Trusts
Many different kinds of trusts exist, but they fall under two categories: revocable trusts and irrevocable trusts. Understanding the difference between the two is crucial
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