Category: June – July 2019
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June – July 2019
The June-July 2019 Issue includes stories on caregiving from affair, eating healthy with organic produce, changing lives with community action on Maui and the complete schedule of events at the 2019 Aging in Place workshop that’s coming in August.
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Stealing Home: An Ultimate Betrayal
The term “stealing home” is associated with baseball. It occurs when a runner is on third base and uses guile, speed and luck to make a dash for home plate to score a run. This usually happens when the runner takes advantage of the pitcher being distracted. In the Elder Abuse Unit, however, my team…
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Spam, Eggs and Rice
A few years ago, I created the Heartfelt Advance Care Plan booklet to provide my clients with a tool to improve their end-of-life care, to honor their choices and to reduce conflict and guilt among surviving family members. Those who do fill it out usually comment about how difficult yet rewarding it was to complete.…
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HELOC Growth Rate
In recent years, financial planners have shown the effectiveness of using a reverse mortgage line of credit to supplement a retirement portfolio. But while a line of credit can be a strategic part of a retirement income plan, there are often misconceptions related to how the credit line grows. In yet another Forbes article focused…
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When Should I Review My Estate Plan?
Unless you keep up with critical changes, your estate plan will become ineffective and maybe even become harmful to you and your ‘ohana. What kinds of changes are we talking about?
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The Key to Financial Advisor Acronyms
Professionals in many industries tout their education and professional experience as a way to demonstrate their expertise and set themselves apart. The financial industry is a prime example. With almost 200 professional credentials available, advisors can sharpen their ability to serve clients well. If you are searching for a financial advisor and seeking clarity on…
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Medicare for All!
According to the Centers for Medicare and Medicaid, more than 59 million people in the United States have Medicare. That number is expected to grow to close to 80 million by 2030. Currently, people 65 or older and younger people with disabilities who meet all other eligibility requirements may qualify. Therefore, it is important to…