Crescent Grove Advisors的动态

“It's overwhelmingly friends, family, neighbors, and acquaintances who help themselves when they see that they can,” says Thomas C. West, CLU, ChFC, AIF of Signature Estate and Investment Advisors. “A lot of times, it’s people a lot closer than we want to believe” who might betray our trust. As cognitive decline sets in, the risk of coercion or elder abuse grows. Taking early steps to safeguard your finances can make all the difference. Read the full article to learn how to protect yourself and your loved ones: https://lnkd.in/g8Zp7VXD #FinancialPlanning #ElderCare #DementiaAwareness #FraudPrevention

In our latest KWCH 12 Newstalk, Ashley Manning CPC, ELI-MP discussed the concept of money dysmorphia when it comes to social media: what it is, how it distorts our view of personal finances and tips for managing the impact it has on our mental and financial health. Watch the interview here: https://lnkd.in/gSDQWZEz ? Excellent advice, Ashley!

?? Dementia doesn't have to lead to financial chaos. Financial Planning’s article by Daniel Brockley Financial advisors play a crucial role in safeguarding clients' financial well-being through early detection and compassionate communication. ?? By building a support network and adapting our approach, we can preserve dignity and quality of life for those we serve. ?? Documenting interactions and staying updated on legal changes are essential steps in providing the best care possible. ?? Let's ensure that our clients facing cognitive decline receive the support they need. Read more https://hubs.li/Q02LHjyn0 ???Follow Estateably for more helpful content and updates!

So your family member received a dementia diagnosis. Here are a few things people in your situation often misunderstand. ?? The diagnosis does not prevent crucial legal planning. If your family member can answer questions about what she has and who she trusts, it is likely that legal planning can be done. ?? Asset protection may be a good idea. Long-term care is expensive. The sooner people start to protect assets, the more they can save. ?? Most important, you are starting a journey with your family member. This journey will require skills and a mindset that may currently seem foreign to you. Brain changes bring about relationship changes. There are resources to help you develop the skills you need.

When people with behavioral health needs become involved in the criminal legal system, diversion to treatment is a key strategy for improving outcomes. But what if that connection with essential services could be made sooner??? ?? Discover innovative interventions and deflection strategies at Intercept 0, the first and fastest-evolving of the Sequential Intercept Model’s six stages:??https://bit.ly/3DJZJ0F

Navigating the world of long-term care can be daunting, especially as the need for these services is often accompanied by emotional and financial stress. With a variety of options available, understanding the nuances of each can help individuals and families make informed decisions and take control of their future. Read full article: https://lnkd.in/gQ62xd8F Take control of your future: https://lnkd.in/gCMRBJH3 #longtermcare #properprotection #howmoneyworks #moneymatters

The new Investor’s Edge includes tips to help support loved ones living with a disability, establish a trusted contact, prioritize your health, apply behavioral finance insight to your business strategy and transition away from your business with an ESOP. https://bit.ly/3PYkLve

The new Investor’s Edge includes tips to help support loved ones living with a disability, establish a trusted contact, prioritize your health, apply behavioral finance insight to your business strategy and transition away from your business with an ESOP. https://lnkd.in/eVmf9R2W

Explore the frustrations of isolation, the fear of financial insecurity, and the journey toward emotional well-being in our article “Overcoming the Isolation of Grief” https://lnkd.in/ewMi4qKs https://lnkd.in/eXnfpiYB #funeralservices #funeralarrangments #loss #deathdoula #deathpositive #grief #griefsupport #griefandloss #wellbeing

The new Investor’s Edge includes tips to help support loved ones living with a disability, establish a trusted contact, prioritize your health, apply behavioral finance insight to your business strategy and transition away from your business with an ESOP. https://lnkd.in/gi-MnKeR