Blog Archives

In My Early Days . . .

In my early days of being an Accredited Senior Agent I was challenged with a newly Widowed senior.  Our relationship was slow as she had indicated she couldn’t remain in her 4 bedroom house alone but the recent passing of

Posted in Financial, General Information, Legal Stuff, News, Psyche

The Right REALTOR® for An Estate

We have been asked to write about real life real estate experiences in respect to being a Master-ASA member. This one was typical in many ways. It was a 1950s home, original owners who only repaired when necessary but the

Posted in Financial, General Information, Legal Stuff, Psyche

Master-ASA Marion Goard shares her most recent experiences . . .

This is the first in an ongoing series of stories written by the Master-ASA’s, sharing stories of their experiences to illustrate the sort of valuable contributions to YOUR late-in-life transition. There’s been a similarity with a few of my most

Posted in Caring for Mom & Dad, Financial, General Information, Legal Stuff, News

ARE YOU PROTECTED?

In this writer’s work, teaching professionals the nuances of working with seniors, one of the questions asked in class is ‘Have you been an executor?’. As you might expect, many have been, yet very few were aware of the personal

Posted in Financial, General Information, Legal Stuff, News

Retirement Myths and Realities

Silent Partners: Majority of Canadian boomers have not discussed retirement with their spouses or partners, RBC poll finds Genders have vastly different ideas about how to spend their post-career years TORONTO, July 16, 2014 –  More than two-thirds (68 per cent)

Posted in Caring for Mom & Dad, Financial, General Information, Legal Stuff, Psyche

What’s Done is Done?

We are asked so often by older homeowners about the matter of adding their adult kids to the title of their property, and we advise that there can be many pitfalls. Pior to taking an action such as this, it

Posted in Caring for Mom & Dad, Financial, Legal Stuff, Psyche

Financial literacy leaders target seniors in first undertaking

It’s been a long time coming. Five years ago, during the midst of the financial crisis, the federal government introduced a new Task Force on Financial Literacy which recommended “urgent action on a national strategy to strengthen financial literacy.” This

Posted in Financial, General Information, Legal Stuff, News, Psyche

Are We There Yet? Waiting for an Inheritance

Do you wonder why many seniors are reluctant to discuss estate planning with their children? There is the obvious awkwardness of talking about death but also the potential for financial vulnerability. A recent Ipsos Reid survey, commissioned by HomEquity Bank,

Posted in Caring for Mom & Dad, Financial, General Information, Legal Stuff, Psyche

Two-thirds of Canadians waiting on inheritance to fund retirement

What is striking to this writer is the comment that 94% of those expecting an inheritance are willing to give up half of it to fund their parent’s retirement. That leaves me shaking my head – should they not be

Posted in Caring for Mom & Dad, Financial, General Information, Legal Stuff, News

Seniors vulnerable to scam artists

While a recent RCMP study determined that it is the 55 to 65 year old population that falls prey to these scams most often, our seniors are indeed very vulnerable. We have to wonder if seniors are more likely to

Posted in Caring for Mom & Dad, Financial, General Information, Legal Stuff, News, Psyche