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Financial Geriatric Tips


Right-Sizing Right Now for the Pro-Active Senior
This transition is often referred to as "downsizing," but we prefer to call it "Right-Sizing." For most, it is a difficult process ...
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Documents on the Go
Having copies of the proper paperwork is also important if you are caring for a senior, or even for yourself if you have a medical condition...
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Medicare Patient Advocate
By law, individuals control access to their own health information, which technically excludes even immediate family members or designated caregivers...
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Permit Me to Help
A few easy steps on your part can save many steps for any family member who may need a little assistance in getting to where they need to be, providing a saving in time and effort that will be much appreciated.
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