Back to Resources

Articles

Alzheimer’s Awareness Month

Financial Planning When Someone Has Alzheimer’s Disease In June each year, we work together with families, senior housing and healthcare professionals, elder law attorneys, and financial planners to raise awareness of Alzheimer’s Disease and how it impacts the finances of patients and their families. Over half of …

Alzheimer’s Awareness Month Read More »

Older Americans Month

Mental Health Awareness for Older Adults Good mental health is important at all ages, and it especially matters as we age in place. Every May, we celebrate Older Americans Month. May is also Mental Health Awareness Month. With the Older Americans Month theme of “Age My Way,” …

Older Americans Month Read More »

Parkinson’s Awareness Month

Financial Planning When You Have Parkinson’s Disease During Parkinson’s Awareness Month (April) and all year, we offer tips for combining financial, legal, and healthcare planning for the Parkinson’s Community. Financial planning takes on greater importance when diagnosed with Parkinson’s Disease (PD). The Parkinson’s Foundation states, “a diagnosis …

Parkinson’s Awareness Month Read More »

Senior Independence Month

Celebrate Senior Independence Month by Making Small Changes   Living an independent lifestyle is essential to many of us as we age, no matter your age or where you live. In February each year, we celebrate seniors staying independent and remaining in control of their daily lives. …

Senior Independence Month Read More »

Financial Wellness Month

Financial Wellness for Women Did you know that January is Financial Wellness month? We want to explore what financial wellness is for women who, on average live longer, are statistically paid less, and may take time out of careers to raise children or retire early to serve …

Financial Wellness Month Read More »

Think Ahead

Howard Gleckman, Senior Fellow at The Urban Institute, and Tom West, Senior Partner at Signature Estate & Investment Advisors, presented online for Goodwin House at Home on August 31, 2021. This blog is based on Tom’s comments on good decision-making on all things financial and healthcare. Summary …

Think Ahead Read More »

Financial Wellness Month

Financial Wellness vs. Financial Literacy Did you know that January is Financial Wellness month? SEIA Senior Partner Tom West offers definitions of financial wellness and financial literacy and discusses the unique needs of individuals with assets like retirement accounts, homeownership, and brokerage accounts. What is Financial Wellness? …

Financial Wellness Month Read More »