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Adaptability. That’s been a mantra that many have embraced over this past year. We find ways to adapt in our daily lives. And we find ways to adapt professionally. This has been a focus in my professional and personal life over the past year. I’m grateful to have been...

Leaving your legacy with a Legacy Letter

Individuals often are interested in transforming their estate planning documents from a purely financial package of documents, into a lasting testimony that reflects their values. Including a Legacy Letter in your package of documents can do just that! Generally, a...

Here come the marketers; greet them with wisdom

Although long dead, Oscar Wilde could have been talking about our relationship with 21st Century technology when he observed, “With age comes wisdom, but sometimes age comes alone.” Yes, age stands alone on those days you would gladly trade the stream choices on your...

Bridging the Senior/Technology Gap

This digital information should be part of your estate planning documentation. To get started, read this article from NextAvenue.org. Then, at a minimum, make and maintain a very clear list of all your digital assets and passwords. That said, not one IT person alive...

A Byte of Prevention: Elders and Technology

Now that I have made the case for harnessing the benefits of technology, I will don my cautionary hat. Technology brings a wealth of good things, but be wary of the following: Be mindful of ergonomic best practices. Frequent reading and typing on computers, tablets,...