"I could not have wished for a more personable caring detail-oriented group of professionals.  Their empathy and patience with my mother's situation and my busy schedule has been invaluable."
Bev Morden, PricewaterhouseCoopers

Articles on senior care, geriatrics, and care for the elderly

Articles of interest to caregivers, advisors, families and the aging.

Jill's Blog on Not Business as Usual site

Read Jill's latest insights on this handy blog. Go to Jill's blog…

Communication and dignity

As working adults, many of us take great pains to find the best answer for looking after our aging parents. Whether our parent or loved one has moved to a care-giving facility or is being looked after at home, we deal with our own feelings of anxiety, guilt, hope, relief. They are, however, not the only feelings to consider. Read more…

The whole picture: Understanding the needs of aging clients

As a financial advisor, you spend a great deal of time looking after your Clients' financial well-being and making sure they have adequate resources for their retirement years. A complete picture of your clients' situation will allow you to serve them to the best of your abilities. Read more…

The final countdown: Are you really ready to wrap up your practice?

As an advisor, you have spent a career focusing on your clients' financial well-being and making sure they had adequate money for their retirement years. But now it's time for you to retire and there are a number of issues beyond a financial plan that need to be considered as you wind down your career. Are you really ready? Read more…

How to talk to mom and dad

When growing up we were convinced that our parents knew absolutely everything. They had ready answers to our never ending questions and were very patient in their responses making certain we understood what they told us. Of course, in our teens, we were certain we knew everything and our parents knew nothing. Read more…

Getting Help For Aging Parents

You've got a university degree, have negotiated the sale and purchase of your home and have planned vacations to Mexico with the precision of a tactical team commander. Is there anything you can't do, any problem too big for you to solve? Read more…

Financial Planning: Basics For Boomers 

Planning ahead is the key to both personal and financial success in retirement. Start with a Life Plan that focuses on non-financial goals such as health, lifestyle, and family involvement, without losing sight of the need to save and invest for a secure future. Read more…

Caregiving for the Elderly and Stress

How good are you at handling stress? Whether you are caring for an elderly person or a child with disabilities you can suffer from burnout. Each person every day is faced with stressful situations but if you place too much stress on yourself, your body cannot cope. Read more…

Seniors Caregivers - Are You a Sandwich or a Hamburger? 

The fastest growing segment of our population is the over 85-age group. That means more and more of us have aging parents who will at some point require care. You're likely familiar with the term “sandwich generation” but it's not always as straightforward as you might think. Read more…

Delivering peace of mind: Understanding elder clients' fears

An elderly woman wanted to move to a new retirement residence, but was unsure if she could afford it. Her daughter spoke with her mother's financial advisor to see if it was possible. When the daughter went back to see her mother, she told her that he said, "There's at least enough to last a decade." Her 104-year-old mother looked at her daughter and said, "And then what?" Read more…

IRIS Newsletter - Summer 2010

Is there an Elder Sunami? What about your life plan? Read more...



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