By Cheryl Farkas A standard moving company moves furniture and belongings. A senior move manager moves you and everything about you, past and present. They care specifically for older adults, their family members and their needs before, during and after a move, handling all of the details, emotional and physical aspects. It takes special people to patiently deal with extraordinary [...]
Beware of phone calls or mailings promising you a free trip or a huge discount if you call a 900 number. Many times you will be told you must pay a fee to join a travel club or to access the deal, finding it’s not free at all. To determine if a telemarketing deal is legitimate, the National Fraud Information [...]
By Cheryl Farkas Busy working families look to find a trustworthy moving company for their aging parents in whom they have confidence. And the relationship goes both ways as the senior move manager seeks to build a mutually pleasant association since the family may call for their services multiple times. The Ted Burnett family is an example. “Since the first [...]
Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. At the end of the year, I urge clients to think about how to lower their taxes for this year and next. Changes in the tax law this year have increased the capital [...]
Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. Have you attended a seminar recently where you were told that you need a trust? Does your neighbor (brother, co-worker) seem shocked that you don’t have a trust? We should remember that the advice [...]
Doug Dickerson is State Director of AARP North Carolina. He joined AARP after a decorated 21-year career in the military and holds an MBA from Duke University and a Masters Degree in international affairs from Boston University. Attention shoppers: If you are in the market for an affordable health insurance plan because you are uninsured or had to buy your [...]
1. Watch for hidden fees. Some may require an activation fee or you may be charged a monthly inactivity fee. 2. Keep receipts. These come in handy of you lose a card or if it doesn’t work when you try to use it. 3. Check the expiration date. New laws may affect gift cards so they no longer expire but [...]
Dr. Gutterman serves as the Clinical Director for LeBauer Behavioral Medicine. He is a Licensed Psychologist and provides clinical services at our Walter Reed location in Greensboro. Dr. Gutterman has more than 30 years’ experience in treating adolescents, adults, couples and families. He treats a myriad of issues, including depression, anxiety, stress, health, and relationship issues. He can be reached [...]
Linda P. EricksonLinda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net.Some families talk about everything; other families talk only about the weather. Communication can be very hard, particularly about those subjects that remain “taboo” in many families. I’m speaking here about family finances, family wealth (or [...]
By Cheryl Farkas As we move through time, it’s noticeable that each generation has a statement to make about possessions and what that means to them. Moving from “the person with the most toys wins,” to “reducing your carbon footprint” is quite a change, as certified Senior Move Managers know very well. Downsizing a home involves shedding belongings; it’s the [...]
