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End of Life Planning

Planning for the end of life stage is important if we want our wishes to matter to friends and family. Whether this involves asset planning, funeral planning, or something else, it's worth discussing and pondering.

2 years ago

Is Your Financial Adviser Comfortable Discussing Your Personal Needs?

Joan and Stanley went to visit their financial adviser, with the express intent of getting all their financial questions answered. Headed towards their late 70s, and facing a possible further two decades (or maybe more), they were concerned…

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2 years ago

Do You Have “I Wish I Would Have…” Regrets?

Are you a list maker? Or do you use them to help you move forward and stay organized? One of the most common To Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on the most procrastinated…

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2 years ago

Getting Your Life in Order Before It Ends Too Soon – Can It Ever Be Accomplished?

I heard an expression the other day that stopped me in my tracks. It had the ring of a famous saying, although that turned out not to be the case. But more importantly, it had some real profundity. It said, simply, “Life ends in the middle of a sentence…

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2 years ago

What to Wear to a Funeral – Outfit Ideas

In moments of grief and solemnity, attending a funeral is a sad and respectful occasion where we come together to pay our final respects to a departed loved one. During these moments, it is essential to convey a sense of reverence…

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2 years ago

Don’t Put Off Making the Hard Choices

This week I was faced with the task of filling out an Advanced Directive document. It’s the paperwork that lets others know how I want to die. Do I want to be resuscitated? Well… that depends… However, the questions do not include case scenarios…

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2 years ago

What Happens When Seniors Don’t Plan?

Do you know what happens if you fail to plan, and you become unable to make decisions for yourself? If you don’t have a valid Health Care Proxy or Durable Power of Attorney document, you may find yourself subject to a Guardianship or Conservatorship…

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2 years ago

What’s for Dinner?

“Death Over Dinner” is actually a non-profit, global “movement” started in 2013 that encourages people to gather over dinner and talk about what we want to happen when we die, which as their website says, is the most important and costly conversation…

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2 years ago

The Gift Women Really Need

When I shared the first draft of my financial checklist book with a publisher years ago, his reaction surprised me. “This is a ‘honey, I love you’ book!” he said. “I am going to get this book for my wife for Valentine’s Day and tell her that my gift will be…

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2 years ago

What Now? When You Never Expected to Be Living Alone

Life has a way of throwing curveballs. Perhaps you are married, but your spouse has dementia or a serious illness. You are still independent and healthy and taking care of your spouse. But, if you ever need help, who will be there for you?

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2 years ago

How to Love Your Family, Even After You’re Gone

In this month of “love” I think it’s appropriate to share a blog from Pastor Jack, from Avondale Baptist Church in Arizona. He wrote a blog for his congregation a few years ago about how to love your wife even after you’re gone and I requested…

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