Planning Ahead

Joan Harris Interviews Deborah Cartisser, Senior Wealth Advisor-Assisting Your Parents' Finances: When & How

In this video, Joan interviews Deborah Cartisser, a Senior Wealth Advisor at Twelve Points Wealth Management, they discuss and explore crucial tips for adult children on how to assist their aging parents with financial management.

Click below to watch this interview and learn to identify key signs of financial struggles, understand when and how to step in, and discover practical steps to ensure your parents' financial well-being. Whether you're concerned about a loved one or looking for guidance on managing their finances, this video offers valuable advice and actionable strategies.

Watch The Interview Below!

Planning for your “Retirement Years”: What is the elephant in the room that no one wants to talk about?

In my 40 years of experience working with older adults in every environment, there is one crystal clear fact that I have learned: No one wants to plan for the end of their lives. This is understandable. Why would we want to think about that when we are focused on making our current lives the best that it can be?

Untold Tragedy's of COVID-19: Care Managers are advocates

Untold Tragedy's of COVID-19: Care Managers are advocates

The untold tragedy of the COVID-19 pandemic is the decline and suffering of our most vulnerable older adults living in long term care facilities who have not historically risen to a high standard of care. Fortunately, as an Aging LIfe Care Professional we are able to advocate for our clients to place them in facilities that are providing excellent care. I am grateful for those partnerships and applaud their hard work in meeting the challenges that this moment in history forces them to face.