When handling someone else’s money, it is important to know how to manage the money and property properly. Previously I’ve written about some very helpful guidelines published by the Consumer Finance Protection Bureau (CFPB) for an agent under a power of attorney, conservator (guardian) appointed by the court, trustee, or a government fiduciary. The CFPB has just released new … [Read more...] about New CFPB Guidebooks to Handling Someone Else’s Money
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New Book! Positioning Yourself for Referrals
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
Selecting a Nursing Home: What to Consider and What are the Ratings
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
Taxpayer Identity Theft – Protect Yourself
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
Technology Changing and Improving Home Care for Sick and Frail Adults
As any caregiver can tell you, there’s never enough time in the day or help to get everything done. Many are turning to digital resources to help care for loved ones who are ill or for frail elders. These digital resources can be hardware, websites, apps, webinars, or videos on YouTube. This comprehensive piece from PBS NewsHour examined the many types of technology that are … [Read more...] about Technology Changing and Improving Home Care for Sick and Frail Adults
