Financial Geriatrics | R. W. Rogé & Company

Financial Geriatrics

Starting the Conversation

For all of us, there comes a time when we have to have “the conversation” with our parents. The moment usually follows an accident or change in health status that will affect lifestyle. Topics can include driving, personal appearance, “senior moments,” managing finances, home safety … just to name a few. None of this is...
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The Parent-Child Conversation: Role Reversal

In one of my previous articles, I referenced the 40-70 Rule. Well now for those seniors who still want to be in the driver’s seat and want to initiate the conversation with the kids, there’s a reverse playbook, the 70-40 Rule. As the title implies, this is a guide to conversation starters for seniors and...
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”A Piece of Paper or a Place to Live”

All around the country, and particularly here on Long Island, the number of individuals age 65 and older are growing at a much faster rate than the rest of the population. With a strong desire to remain active, independent and close to family (especially grandchildren!) and friends in the communities they have lived in all...
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Caring for Your Parents

“Growing old is mandatory; growing up is optional.” — Chili Davis Ron and I love public television. It’s very rare that we watch the commercial stations…we just want the information, not product pitches. One Sunday morning, we were watching a show that was created by AARP and originally aired on WGBH in Boston (I believe...
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Documents on the Go

In one of my previous articles, I described how securing Patient Advocate status is essential for anyone with elderly parents or grandparents in as much as such advocates have the legal authorization to act on seniors’ behalf to help resolve medical situations in a timely and effective way. Having copies of the proper paperwork is...
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Permit Me To Help You

Financial Geriatrics is not just about money. It’s about saving time too. After all, time is money. Here is a time saving tip for those of us with caregiver responsibilities. I frequently help my future in-laws get to their doctor appointments, dinner functions and other everyday destinations. Dad and mom both have canes and find...
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The Case for a Health Care Advocate

In this busy world of ours we all know how important it is to have timely information in order to make wise choices. We gather that information from the Internet (extensive but sometimes a bit complex), newspapers, magazines and other periodicals. But, typically, we just reach for the telephone. There are, however, some contemporary challenges...
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Right Sizing Right Now for the Pro Active Senior

Difficult and often agonizing, it’s the crossroad every senior dreads, the time when it’s necessary to consider abandoning the comfort of the familiar for a more practical, age-appropriate living scenario. This transition is often referred to as “downsizing,” but we prefer to call it “Right-Sizing.” For most, it is a difficult process encompassing emotional and...
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Changes in Medicaid Planning Under the Deficit Reduction Act of 2005

The Deficit Reduction Act of 2005 (DRA) was enacted to limit the impact of Medicare and Medicaid programs on both the federal and state budgets. The legislation has brought about a number of revisions to the Medicaid rules concerning asset transfers and the treatment of other resources for individuals applying for long-term care services. This...
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