My copy of “How to Capture and Keep Clients” was just delivered. Editor Jennifer Rose had asked me to contribute a chapter on Positioning Yourself for Referrals. It was a good exercise in looking back at what I’ve done along the way in building my practice and what I have seen others do to develop referral sources. I challenge my fellow authors to buy a copy of our book from … [Read more...] about New Book! Positioning Yourself for Referrals
Deciding which nursing home is appropriate for yourself or a loved one can be very challenging. Where does the search even begin? Remember too that nursing homes aren’t just long term care residences, they also provide short-term skilled nursing care such as after a hospitalization. Every day about 1.3 million people are cared for by the more than 15,500 nursing homes … [Read more...] about Selecting a Nursing Home: What to Consider and What are the Ratings
If you are thinking about where you want to live in retirement or how to make your community more friendly to an aging population, the AARP has created an online tool for you. The goal of the AARP Livability Index is to identify the most livable places. It is based on interviews with 4,500 Americas who are at least age 50 and data was collected from Census information, … [Read more...] about How Livable is Your Community to Those 50+?
For the second time this week, someone I know has become the victim of identity theft. Again the person's Social Security number was used fraudulently to file something with the IRS. As I write each year, taxpayer identity theft is an ever growing problem. The best preventive option is to file your tax returns as early as possible. The IRS will take the first return filed. … [Read more...] about Taxpayer Identity Theft – Protect Yourself
As I’ve previously written, digital property presents unique challenges in estate planning. What happens with your digital life when you die or if you are in a coma? Facebook announced a new feature today that will permit users to provide a contact who can manage the user’s page after the user’s death. Or users can instruct Facebook to permanently delete the account after … [Read more...] about Facebook: Ok to Name Account Manager For When a User Dies