Elder Management

Total 82 Posts

Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2

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In our last blog post, Lifestyle Changes Bring Increased Risk to Older Clients – Part1, we explored the need to rethink the planning paradigm for older clients and actively shift to assuming a 100-year lifespan. However, a 100-year lifespan does not necessarily equal 100 years of good health. We know that in the last decade of a person’s life, there could be more focus on health issues, medical coordination, and….

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Caregiving, Elder Management, Estate Planning

Lifestyle Changes Bring Increased Risk to Older Clients

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Managing an elder’s journey late in life is not for the faint of heart. Ask a partner or family member – it is complicated, frustrating, rewarding, and exhausting at the same time. Given our rapidly aging population, we need to rethink our planning paradigm for older clients and actively shift to planning for a 100-year life. While a lifespan may be 100 years, people may find that their health span….

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Elder Management, Power of Attorney, Smart Ageing

Keeping Steady in Interesting Times

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a man kayaks in an ocean with some swells behind him

We live in interesting times. This phrase has been coming to mind all week after meeting with a family who is managing the care of their elderly father with advanced Alzheimer’s disease. They asked questions about managing his care and shared their other daily challenges. For example, like you, they have hectic family lives, demanding professional careers and feel the stress and unease that has come with threats to our….

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Caregiving, Elder Management, Smart Ageing

The Smart Ageing Resolution: Have the Garden Conversation

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Happy New Year! The holidays provided an opportunity to catch up on various articles on a wide range of topics, including smart ageing. One of the most informative was a new report from the CSA Public Policy Centre on demographic changes in Canada’s aging population and policy implications for 2024.[1] The report takes a holistic view of complex interwoven factors, such as social, economic, and healthcare resources, which must be….

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Elder Management, Estate Planning, Smart Ageing

Our Holiday Wish – Proactively Plan for Smart Ageing

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A red house buried in snow up to the bottom of the window.s

As the holiday season is upon us, do you have your shopping done, or are you the person who procrastinates to the very last shopping day? It’s human nature to put off to tomorrow what could be done today. This holiday season, I have one wish for you. When it comes to elderly parents, friends, or clients, don’t procrastinate! Life happens, and things like recurring snowstorms, as we saw in….

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Elder Management, Estate Planning, Smart Ageing

Financial Issues: An Early Warning Sign of Memory Disorders

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With holiday shopping in full swing, friends and family must be alert for financial issues with older people. Financial scams are also rising as we get closer to the holidays. If an older person falls victim to scams or has new problems with banking or paying bills, this could be the canary in the coal mine for recognizing memory disorders. There is an emerging body of research linking problems with….

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Elder Management, Smart Ageing
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